Who I help: Already retired
You’ve retired. Now you want peace of mind.
Retirement brings new questions: Is my money lasting? What if markets fall? What happens to my spouse if I go first? I help you answer them calmly.
What’s on your mind
- Will my money last?
- What should I do when the market drops?
- What happens to my spouse’s income if I die first?
- How do I leave things in good order?
How I help
In retirement, the job of your savings changes. It is no longer to grow as much as possible; it is to pay you, steadily, for as long as you need it, and to leave something behind if you want to.
We check your income plan, your investments, your beneficiaries and your documents, and we make a plan for the surprises: a market drop, a health event, the loss of a spouse. Then we review it together each year.
Where we’d likely start
Retirement income
How your savings, pensions and benefits can become a steady monthly income.
Learn moreLegacy and family
Beneficiaries, wills and trusts kept in step with your plan.
Learn moreAnnuities and insurance
What they are, when they fit and when they don’t, and how I’m paid on them.
Learn moreA second opinion
A plain look at a plan, advisor or annuity you already have.
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