Wealth & Retirement Planning

Questions about options? Let's Talk.

Retirement Rollovers

When changing jobs or preparing for retirement, decisions around existing retirement accounts can feel overwhelming.

I help clients:

  • Understand their rollover options

  • Review how current accounts align with future goals

  • Navigate transitions thoughtfully rather than defaulting to quick decisions

The goal is clarity — so each step feels intentional and well-considered.

Insurance-Based Planning Strategies

In some situations, insurance-based strategies may play a role in long-term planning conversations.

These discussions focus on:

  • Flexibility and long-term planning considerations

  • How certain strategies may complement broader financial goals

  • Understanding potential benefits and limitations within the context of your overall plan

Suitability depends on individual goals and circumstances, and options are always reviewed carefully and transparently.