I specialize in working with retirees and people within a few years of retirement who want an ongoing advisor to help manage their investments and make smart financial decisions throughout retirement.

Most of my clients have $1 million or more invested and have reached a point where they would rather have a trusted professional helping oversee their financial life than continue managing everything on their own.

Here are a few examples of what I would help you with:

✅ Managing and rebalancing your investment portfolio

✅ Determining where your retirement income should come from

✅ Planning for tax-efficient withdrawals and Roth conversions (if appropriate)

✅ Evaluating the optimal Social Security timing

✅ Maintaining appropriate cash reserves

✅ Planning around RMDs and charitable giving

✅ Reviewing estate and beneficiary decisions

✅ Coordinating with your CPA, estate attorney, and other professionals

✅ Helping you work through financial decisions as your life changes

Throughout the year, we’ll meet for dedicated review meetings to revisit your retirement picture, life happenings, portfolio, and any planning opportunities that may present themselves. But our work isn’t limited to those meetings.

I’m also available in between when questions come up, circumstances change, or we’re actively working through the financial to-dos that come with retirement.