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We specialize in helping pre-retirees between 50 and 65 transition into retirement.  But that really doesn’t describe the hands-on approach we take with our clients.

We build roadmaps to retirement.  We identify the best route, point out the roadblocks and set a course to navigate around them.  

Our roadmaps cover the obvious - a successful retirement.  But they also weave in income taxes, estate planning, portfolio analysis and construction and protecting your finances against a future nursing home stay.

Along the way, we have a network of other professionals such as CPAs and attorneys that help in specialized areas as needed.

 

These statements are from current clients and may not be representative of the experience of other clients and do not guarantee future performance or success; no compensation was exchanged for these recognitions. Successful Money Strategies, Inc. is not aware of any material conflicts of interest between the clients and the firm.

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These Should Be Your Golden Years

The impact of what I do really hit home when my dad retired about twenty years ago.  

I could see the fear and anxiety on his face.

I understood the pressure that an ill-planned retirement causes. 

Guiding you into and through a successful retirement is my life’s work – how I impact individuals and families.

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