I partner with you to help you transition into Today’s New Retirement – financially and psychologically. My service is designed to help you make informed retirement decisions, for your money and your life.

These critical decisions must be based on the factual realities of retirement today as opposed to vague or incorrect perception. This is a critical part of your retirement plan, and it is the foundation of my business. My unique planning process “The New Retirement Transition Program®” focuses on you, not just your money.

Some of the areas of my service include:

Protecting Your Lifestyle

  • Replacing Income
  • Family Security
  • Personal Health Care

Helping Your Family

  • Assisting children
  • Assisting parents
  • Long-term care
  • Education funding

Preparing For and Enjoying Retirement

  • Discovering your life values
  • Clarifying your vision
  • Lifestyle choices
  • Possible career transitions
  • Future health challenges

Achieving Financial Comfort

  • Savings and debt strategies
  • Managing wealth
  • Minimizing taxes
  • Planning for contingencies
  • Retirement income strategy
  • Retirement Plan

Your Investment Portfolio

  • Full disclosure of fees
  • Your Investment Policy Statement
  • Risk management planning
  • Tax efficiency
  • Professional investment selection

Creating a Legacy

  • Preserving your Estate
  • Directing your Estate
  • Planned giving
  • Providing a living legacy
  • Access to professionals for wills and trusts
  • Estate Plan

Please keep in mind that every situation is unique and I always tailor my service to meet the needs of your personal situation.

In addition to my own experience and specialties, I work with a team of professionals at the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP, and my local Professional Networking Group.

This local group consists of experts located in our community. They cover numerous types of services, not only financial and estate planning, but areas requiring assistance for everyday life as well. You will hear from some of these specialists at our various seminars, and where required, they can be made available for your personal assistance as well.