Are You Wondering...
When can I retire, and how much can I spend without running out of money?
How do I get income from my various investments?
Is there any way to lower my taxes?
Are our investments set up properly for retirement?
When should I start receiving my Social Security benefits?
Will my spouse be okay if I pass away?
Meet the Specialist
Why Optimum Retirement Planning
How to Get Started
The process is simple
15 Minute Call
A quick call to see if your needs match our expertise. If we aren't the right fit, I'll make sure to introduce you to a firm who is.
A 1 hour meeting to clarify your goals, concerns, and current situation. Our job is to listen and ask thoughtful questions, so be prepared to talk!
We create an Optimum Retirement Plan (ORP) for you.
We execute the Plan together.