We will develop a complete retirement plan to make sure you are on track, including improving the chances that your retirement income lasts your entire lifetime, guidance on your employer's retirement plan, maximizing Social Security, tax planning, and taking control of your investments.  Ideal for those age 40 and over.

You’ve changed jobs or you’re retiring, so what should you do about your workplace retirement plan? We will discuss the pros and cons of different options, like a 401k rollover or transfer out, and help you determine what’s best for you. 

Get a portfolio of low-cost mutual funds and exchange-traded funds (ETFs) paired with long-term strategies to help improve your chances of retirement success. We use evidence-based approaches and widely-held investments to provide a complete portfolio management solution tailored to your needs and preferences. No transaction costs in your account for investment adjustments and rebalancing.

I provide a review of your investment portfolio, including robo advisors like Wealthfront or Betterment. We can also review your workplace retirement plan or your financial advisor’s portfolio. I evaluate the risk level, fees, and holdings at a strategic level. I do not analyze individual stocks or assess every position you hold. 80-minute session.

Even though you’re a smart person, workplace retirement plans can be confusing. To get you on the right track toward retirement, we'll cover how your plan works, review any employer matching or profit-sharing information you have available, and select a mix of appropriate investments. 80-minute session.

Book free introductory call. We can discuss any topic which my qualifications allow me to address.