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A plan covers what you need, and nothing you don’t.
Whether retirement is years away or already here, every plan starts with an honest look at cash flow, debt and what you own. From there, we focus on what matters to you.
Retirement income
How your savings, pensions and benefits can become a steady monthly income.
Learn moreSocial Security timing
When to claim, and how that choice fits with the rest of your income.
Learn moreAnnuities and insurance
What they are, when they fit and when they don’t, and how I’m paid on them.
Learn moreInvestments and risk
A mix that matches how much up and down you can live with.
Learn moreBudget and cash flow
Where the money comes from, where it goes, and what you’d like to change.
Learn moreTaxes in your plan
Which accounts to draw from first, with your tax professional.
Learn moreLegacy and family
Beneficiaries, wills and trusts kept in step with your plan.
Learn moreA second opinion
A plain look at a plan, advisor or annuity you already have.
Learn more
For tax and legal questions, I work alongside your tax professional and attorney.
Complimentary checklist
13 questions to answer before you retire
Social Security timing, pensions, which accounts to draw from first, health costs and who handles things if you can’t. The questions Jay would want you to have thought through, in plain words.
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Ready to turn over a new leaf?
Start with a conversation. It’s complimentary, it’s unhurried, and you’ll leave knowing whether a plan makes sense for you.
CFP® professional · No account minimum · Fees explained before you decide