Complimentary Retirement Account, Annuity & Life Insurance Review
Trusted retirement planning for families and retirees.
What We Review
Retirement Accounts,
Many retirement accounts go underutilized — most people simply roll their 401(k) into an IRA and call it done. I review every option available to make sure your account is working as efficiently as possible.
Annuities
Many retirees are stuck in high-fee annuities or accounts that aren't growing — often without fully understanding what they set up or how it works. Some are paying up to 2% in income rider fees on accounts they never intend to use for income. I help you review these accounts to confirm they're working the way you intended.
Life Insurance
Is your life insurance still serving its purpose? Cost of insurance, riders, and other factors can significantly affect coverage as you age. I review your policy to confirm it still fits your needs.
Investment Accounts
Make sure your accounts stay aligned with your goals. I meet with clients quarterly to review their accounts, tie them back into the financial plan, and adjust anything that needs it. I use Asset Map software to give you a clear picture of whether your plan is set to last through retirement.
Why get a Second Opinion
Review Fees and Expenses
Is a 1% advisor fee all you're paying? For many people it is, but it's worth reviewing your funds to check for additional fees elsewhere.
Receive a Professional Review of your Existing Accounts
It's always good to get a second opinion. I'll walk through your current accounts with you, at no cost, so you know exactly where you stand.
Evaluate whether your current strategy still fits your goals
I review accounts quarterly to make sure they're still aligned with your long-term and short-term goals, and tie each meeting back into your financial plan to confirm nothing needs updating.
Understand Guarantees and Benefits
Riders are most commonly found on annuities, are you aware what you’re paying for each of these? Make sure you are getting in value equal or more to what you are paying.
How it Works
Step 1. Complete The Intake Form
Step 2. Schedule Your Appointment
Step 3. Meet with a Licensed Financial Professional
Let’s Work Together
If you're interested in working with us, complete the form. We'll review your message and get back to you same business day.