Helping retirees and near-retirees

It’s common for people to procrastinate about things like retirement income planning. They will tell themselves, “I’ll deal with it someday.” However, there is no day of the week called “Someday,” and the tasks delegated to Someday often just don’t get done. I’m here to help you change all of that.

When you have the knowledge of how your income streams can work together and have addressed contingencies for known and unknown financial risks in retirement, it’s a worthy accomplishment and an important task to check off the life to-do list….today, not someday.