W240N1221 Pewaukee Road
W240N1221 Pewaukee RoadSuite BWaukesha, WI 53188
Working through retirement questions and concerns.
Have you ever wondered how you can choose between having a nice retirement and leaving money to your kids?
Whether you are moving because you found a new position or because your job was eliminated, it is important to consider all your options for your retirement plan.
Ready to retire or recently retired?
You've worked hard, you've saved for retirement and now you are ready for the next phase of your life.
Special needs, special financial considerations
Special needs planning can be complex. I can help guide families through the myriad of questions, concerns and impacts of their financial decisions.
Small business succession planning
Building a business takes a lot of time, energy and money. Knowing your options when it comes to transferring the business is important from an economic and emotional standpoint.
Make plans for your retirement, too. Leaving your current job for greener pastures, bigger challenges or a more desirable work/life balance is exciting. However, as you tie up loose ends, make sure your employer-sponsored retirement plan is on your checklist.
Years of saving and planning are about to reach their apex. You've probably dreamed and planned of a certain retirement lifestyle. Realizing those dreams, in part, comes down to how you manage your resources and your understanding of the financial environment in which you live.
I offer a full library of resources to help boost your retirement planning and financial knowledge.