Lower Taxes
Retirement Income
Invest Smarter
For Many Retirement is Complex, Confusing and Challenging.
WITHOUT a Retirement plan you might:
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Struggle to make a Sustainable Retirement "Paycheck".
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Make Costly Emotion-Based Investment Decisions.
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Overpay in Taxes.
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Leave your Spouse in a Financial Pickle.
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Constantly Worry About making the Wrong Decision.
You were designed for more!
We Do Our Best Work For Those Who Are:
Christians
That way you won't be mad, when I randomly toss out a "Praise the Lord"
Over 50
As you've matured to the realization that time is more important than stuff.
Retirement Focused
Because you have more fulfilling purposes to achieve in life.
Retirement Planning will help you Retire with Confidence By:
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.
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.
Your Path to Retirement:
While I am a CERTIFIED FINACNIAL PLANNER®, I'm also keenly aware how intimidating and concerning it might be to engage with a financial professional.
Thus, we try to make it easy to work with us. It's as simple as 1, 2, 3...
01.
Schedule a Conversation
02.
Engage in an Assessment
03.
Confidently
Retire
As a CERTIFIED FINANCIAL PLANNER®, I specialize in helping Christians answer questions like:
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Do I have enough to retire?
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How do I turn my nest egg into a paycheck?
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Am I invested the right way?
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When should I start Social Security?
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Am I paying too much in taxes?
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Will my spouse be okay, should something happen to me?
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Eliminate the Guess Work....
Let us do the heavy lifting, so you can focus on
enjoying retirement.
​​“At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client.”
~ CFP Board