Retirement Resource Management
There are four major risks that everyone faces in retirement: Taxes, Health, Longevity, and Market Volatility. How each of these is addressed is what differentiates Retirement Resource Management from an investment broker or insurance agent.
As a CERTIFIED FINANCIAL PLANNER TM, I am required to be a fiduciary, which means I must put your interest above any others. I want to create the best plan to meet your needs, so I start planning before recommending strategies or products. I take a long term or macro view of each of these risks and evaluate your resources to see how to best address each.
-I put your assets in the right place at the right time. Given the current tax brackets and likelihood of them sunsetting or reverting to higher rates, I work with clients to properly position their retirement assets to minimize long term taxes. I provide a complimentary analysis of your current allocation and compare it to a tax-efficient strategy.
-I provide hourly financial planning. My planning is designed to identify your needs and address the most pressing items first. This means you are paying for planning only as you accomplish goals.
-Below is a link to determine how long your retirement funds will last. 9 simple questions. Retirement readiness check.
This combined with a free initial meeting makes qualified financial planning affordable to everyone. For over 27 years I have seen many changes in Retirement Planning but what hasn't changed is my commitment to helping clients plan for their future.