I will be your coach and manage your financial game plan.

Are you retirement ready?

Whether already retired or getting to the stage of life where retirement is quickly approaching; I can help you strategically plan for the financial and non-financial impacts at this critical stage of life. For many people the notion of their future might seem quite uncertain. Longevity is tricky to plan for considering distribution rates, market performance, inflation, and many additional factors. Retirement Savings vehicles can be complicated to understand. I work very hard to determine what my clients want out of retirement so we can build conservative cash-flow plans around that specific life.
Great planning inspires greater confidence!

Making an impact

Analysis Image Financial Planner Irvine California
Here are a few ways that I can make an impact for you:
Checkbox Icon Financial Planner Irvine California

Developing a list of specific goals for retirement and determining if you are on track to achieve them.

Checkbox Icon Financial Planner Irvine California

Ascertaining whether you are able to retire early or how your situation changes if you work longer.

Checkbox Icon Financial Planner Irvine California

Modeling specific scenarios you desire (career changes, buying a new house, sale of a business, etc.)

Checkbox Icon Financial Planner Irvine California

Analyzing the allocations of your savings, evaluating the most appropriate vehicles for your savings, and selecting the best income stream structures based upon your goals and needs in an effort to  maximize income and minimize taxes.

Checkbox Icon Financial Planner Irvine California

Establishing the optimal time to take social security and pension income.

Checkbox Icon Financial Planner Irvine California

Making decisions related to Medicare, supplemental health coverage, aged care preparation.

Checkbox Icon Financial Planner Irvine California

Preparing for a seamless estate transfer upon your passing.

SIX retirement topics to consider

Decision Center is the best way I can model your retirement forecast

Connect with me to schedule a discovery conversation

Ready to get started?