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Retire With Confidence

Retirement Planning and Investment Management For Christians.

Lower Taxes

Retirement Income

Invest Smarter

For Many Retirement is  Complex, Confusing and Challenging. 

WITHOUT a Retirement plan you will:

  • Struggle to Make Retirement Decisions.

  • Remain Frustrated, Stressed, and Overwhelmed.

  • Default to Continue Working.

Meanwhile your dreams, ambitions, and the life you desire stay on hold....and time continues to pass. 

You were designed for more!

Retirement Planning will help you Retire with Confidence By:

Lowering Taxes in Retirement 

The less money you pay in taxes, means the more money you have to create the life you desire, provide for your family, and help others.

Creating a Sustainable Retirement Income 

You’ve worked hard and saved for decades.  Now we need to create paychecks that will last for the rest of your life.

Investing Smarter in Retirement

Volatile markets can have drastic impacts on a retiree. Thus, when you retire, your life changes, and so must your investments.  They now need to provide you protection, income, but also grow to outpace future inflation. 

Your Path to Retirement:

01.

Have a Conversation

02.

Engage in an Assessment

03.

Create a Retirement Plan

04.

Retire with Confidence

As a CERTIFIED FINANCIAL PLANNER®, I specialize in helping Christians over 50 answer questions like:

  • Do I have enough to retire?

  • Am I paying too much in taxes?

  • Am I invested the right way?

  • When should I start Social Security?

  • How can I reduce taxes in retirement?

  • Which version of Medicare is right for me?

  • What happens if the market crashes?

  • How do I turn my nest egg into a paycheck?

  • Will my spouse be okay, should something happen to me?

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