Retirement Lifestyle Planning

There are four (4) major financial questions that you must be able to answer in order to know if your current or future plan will work for you.

What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?

Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle till life expectancy?

How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last your life expectancy?

If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last your life expectancy?

Get Your Answers Now:


Knowing the answers to these 4 questions is a crucial first step in solidifying your financial future and I can answer them for you in less than 15 minutes. They’ll be quick ballpark answers but a good indicator of the direction of your dreams.
Motto for Retirement Lifestyle Planning


A solid financial plan is a powerful possession that offers a sense of peace and freedom. Our process allows us to determine appropriate strategies and help you understand how to achieve your goals and live your dreams.
Our process stresses informed financial decision making. We encourage you to review all decisions with your team of tax and legal professionals. For the record, we are not tax or legal professionals and this information is not intended as tax or legal advice. Now we’d like to remind you that a well-executed financial plan requires diverse knowledge and utilizes some or all of the following strategies and services:

✔ Retirement Lifestyle Planning Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement including Social Security analysis.

Estate Planning Referring you to qualified Estate Attorneys to review your wills and trusts to help preserve your estate for your intended heirs by helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Tax Management Helping to reduce your current and future tax burden by considering multiple strategies for review by your tax professional.Also, referring you to qualified tax specialists if needed.

Legacy Planning/Charitable Planning Creating a solid future for generations to come by ensuring that your legacy will live on through those you love or causes you care deeply about.

Risk Management Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your individual wants and needs.

Investment Planning Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Social Security Maximization


Social security is very complex. Making the correct decisions could mean thousands of extra retirement dollars. We help you calculate and analyze your available claiming options while considering the tax consequences of each option. Get your very own Social Security Maximization Report that will give you suggested strategies and projected monthly benefits! Schedule a quick conversation to receive your free report now!
To read the “Four Myths about Social Security eBook” Click HERE.
I Have 15 Minutes!


We can have the most interesting conversations on the phone, online, in an office, in a car, on a jet, at a lovely café…