There is no Time like the Present to begin Planning for Your Future

 

 

A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs.

Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.*

I specialize in helping my clients meet their retirement goals by providing them the guidance they need to achieve the retirement of their dreams. And I can help you do the same, through an investment strategy designed to meet your needs.

In addition to retirement services, I also provide: 

  • Retirement planning - to design an investment strategy to help you meet all of your retirement goals
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Individual bonds - to provide a foundation for your portfolio
  • Mutual funds - for diversification and professional management
  • Variable and fixed annuities - for tax-deferred growth potential
  • Life insurance - providing financial protection for your loved ones

If you would like further information about retirement planning, or other areas of investing, please do not hesitate to call or email me. I can help you make sense of the information you're receiving.

* Social Security Administration