Retirement

According to the IRS, nearly half of the taxes owed by current and retired federal employees are owed by retired Veterans. Are you ready for that transition?

You have many choices to make as you approach retirement. How much should you save? Should you make pre-tax, roth or after-tax contributions? Then there is the question of what investments to select within your retirement plan. All of these nuances can have serious reprecussions on your financial well-being when you retire but they also tend to make thing complicated and feel overwhelming.

Whether you are retired, still in service or already separated and working on your next career we can help you navigate the complexities of saving and investing for retirement in a tax efficient manner. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.