Who I help: Nearing retirement
Retirement is coming into view. Let’s make sure you’re ready.
The years just before retirement are when the biggest decisions get made: when to stop working, when to claim Social Security, and how your savings will pay you.
What’s on your mind
- Have I saved enough?
- When can I actually stop working?
- What will health care cost before Medicare?
- How do I turn my 401(k) or 403(b) into income?
How I help
Most of the people I work with are in these years. Some have saved steadily; some feel behind. Either way, there is usually more room to make good choices than people expect, if they start early enough.
Together we look at your whole picture, set a target retirement date, and work backward: what to save, what to pay down, when to claim, and how your income will work once the paychecks stop.
Where we’d likely start
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 moreBudget and cash flow
Where the money comes from, where it goes, and what you’d like to change.
Learn moreInvestments and risk
A mix that matches how much up and down you can live with.
Learn more
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