Retirement Is Not a Finish Line. It’s a Big Transition.
When people say, “I’m retiring soon,” what they’re really saying is,
“I hope I’m ready.”
“I think I have enough.”
“I don’t want to get this wrong.”
It’s not just a financial shift. It’s a life shift.Your time changes. Your routines change. Your sense of purpose may change too.
But here’s what I want you to know:
You don’t have to figure this out alone.
I help people turn what they’ve saved into steady, tax-smart income they can actually live on. We look at what matters to you—your lifestyle, your giving, your goals—and we make a plan that supports that.
We review Social Security. We time your IRA withdrawals. We keep an eye on taxes, Medicare surcharges, and anything else that can quietly chip away at your income.
You don’t need to become a retirement expert. You just need someone who knows how to walk with you through this transition—with clarity, patience, and a plan that reflects your life.
This isn’t about “making your money last.”It’s about helping you live well, give freely, and rest in knowing you’re going to be okay.
For more, early in 2024 I wrote a longer article about the loss of an identity when someone retires.
And then hit the “Let’s Get Acquainted” button above to pick a time to meet.
