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A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs.

Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.

I specialize in helping my clients pursue their retirement goals by providing them the guidance they need to work toward the retirement of their dreams. And I can help you do the same, through an investment strategy designed to pursue your needs.

Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.