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Retirement Planning

Living the Retired Life You Have Envisioned

As a certified retirement planning counselor, my goal is to put you on track to reach your long-term financial goals. I strive to protect my clients' valuable assets. I can help you avoid financial pitfalls such as rising income taxes and risky stock options. Let me be your financial guide as you seek financial independence and a comfortable retirement lifestyle. 

Put Your Concerns to Rest

Drifting aimlessly towards retirement can lead to many questions and concerns about your financial future. I help my clients build a solid financial plan that puts their goals in line with their habits. Retirement planning helps to put your mind at ease as retirement draws nearer. Let me help you find answers to all of the following common retirement questions:

  • Am I saving enough money to retire comfortably?
  • Will I be able to maintain my current lifestyle when I stop working?
  • How can I avoid rising income taxes?
  • Am I taking enough or too little financial risk?

Retirement Planning that Aligns with Your Goals In creating a retirement plan that meets your needs, I believe it is essential to look at your individual goals for your retirement and legacy. I will help you prioritize your basic financial needs and wants as well as your hopes for leaving behind assets to those closest to you. 

Start Preparing Today

As a certified CRPC, I would advise you to begin making your retirement plan now. Call me today at 512- 413-1272 to get started on mapping out your financial future.

CRPC conferred by College for Financial Planning.

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