Retirement Planning Advisor

Whether you are already retired, transitioning towards retirement, or saving for retirement, Tim wil put you on the right path

Saving for Retirement

Saving for Retirement at Work

  • Individuals: I build and manage your IRAs including beneficiaries who inherit IRAs
  • Public School Employees: I research your 403b choices we pick one then build your 403b account
  • Small Business Owners: I design and manage your SEPs, SIMPLES, or Solo 401ks

Transitioning Towards Retirement

  • Analyze your 401k or 403b plan
  • Discuss your rollover options
  • Measure your risk tolerance
  • Investigate your pension options
  • Options if you own employer stock
  • Evaluate your Social Security and Medicare options
  • Inspect of any group life insurance is eligible for conversion to an individual policy

Generating Income During Retirement

  • Estimate retirement income needs
  • Re-position your investments to generate income
  • Monitor those investments
  • Avoid IRS penalties by withdrawing the required amount from retirement accounts

If You're Concerned About Your Financial Future, Lets Talk

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