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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Services - Retirement Planning

Your retirement may be years away, - or it may be just around the corner.           Family, work and home may now take more of your time, energy, and budget.  However, saving early now can lead to more and improved retirement choices later.
Of course, planning ahead is the smart thing to do. We can help you put together your own "specially designed" financial plan, - one that will take into consideration such things as inflation, rising healthcare costs, college tuitions, and how much money you´ll need to fulfill your retirement goals and dreams.
Investing for Retirement is Not "One Size Fits All".        Learn More
Should you max out your contributions to your employee-sponsored plan? Open an IRA?  Invest in individual stocks, or bonds?  Should you consider a "fully managed" account?  What about mutual funds, or even an annuity?
With so many choices, it's important to work with a knowlegable professional who can explain them all, and offer experienced insight and assistance to create a plan that is right for you.      
Just How Much Money Will You Need?      Learn More (Video)
The key is to start working on your retirement plan now.  Our Cost of Retirement Calculator can help you estimate how much income and savings you may need, - and it can also help show how waiting just one more year to start saving can take a chunk out of how much money you´ll have during retirement. 


Will You Have Enough Money to Last Your Lifetime?      Learn More (Video)
No one really knows how long an individual will live. If you are healthy, and take good care of yourself, you will need to think hard about longevity risk, - the real possiblity of living 20, 30, or even 40 years in retirement.
To help you determine how long your money may last during retirement, use our Portfolio Lifespan Calculator.  Just add up all of your potential sources of retirement income.  These may include full or part-time work, pensions, 401(k)s, 403(b)s, IRAs, savings accounts, investments and Social Security.  The calulator will determine the amount of any shortfall or excess.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck