Helping You to Retire Comfortably and Meet Your Goals

You have retirement accounts in a few different places so does your spouse. Now that you are retired or thinking of retiring you are closer to using the money, but you haven’t changed the allocation or risk level of any of those accounts.

Moreover, you haven’t met with a financial advisor to discuss your retirement goals and accounts.

  • Understanding interest rates, bonds, annuities, and dividend stock investing along with other transition products can be challenging, if not confusing.
  • As with most things in life, the first step is often difficult, but securing sound financial advice shouldn’t be left until it’s too late.
  • Finding a licensed and knowledgeable resource—it’s the best financial advice you’ll ever receive.

Tim Is a Retirement Planning Advisor 
Who Can Assist Us with the Following

Retirement Financial Needs

Review your assessment of your needs.

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Generating Income from Your 401(k), 403(b), or Rollover IRA

Suddenly you need Income and with interest rates close to zero, where do you go for income?

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Diversification and Investment Portfolio Design

Recommend investments, based on an explicit balance of growth vs. security.

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Design a strategies for minimizing your tax burden.

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Rollover Solutions

Analyze if you should keep your 401(k) or 403(b) or roll it over to an IRA

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Net Unrealized Appreciation

If you own employer stock in your retirement plan and if that stock has gone up 

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If you're concerned about your financial future, lets talk