What We Offer
We provide comprehensive retirement planning services to help you navigate every stage of your retirement journey.
• Risk analysis & asset allocation: We use the Color of Money Risk Analysis to categorize your savings and investments as "red" or "green" so you know how much risk is appropriate.
• Social Security optimization: Our Social Security Maximization Report shows you when to claim benefits so you don't leave money on the table.
• Income planning: We convert your nest egg into steady, reliable income through smart withdrawal strategies and annuity analysis.
• Tax diversification: We help reduce taxes by diversifying taxable and tax‑free accounts, exploring Roth conversions and other strategies.
• Healthcare & long‑term care planning: We review Medicare and healthcare options annually so you can choose coverage that fits your needs.