Retirement

Resource

Management

 

 

Retirement planning is all about understanding retirement planning basics, evaluating your retirement readiness and working with a CERTIFIED FINANCIAL PLANNER™ who can help you reach your goals. We help you learn what you need to know, create a big-picture view of your assets and work hand in hand to build the retirement of your dreams with proven strategies. 

We help you create the retirement of your dreams.

 

 

Approach

My goal is to understand your needs and work with you to accomplish your retirement goals. I don’t manage your money—I create a comprehensive plan to help you achieve your long-term goals. I provide financial planning by the hour, and during the initial complimentary meeting, we will establish the scope of our relationship and break down costs. I provide my services on an income-based scale to make financial planning affordable for everyone. 

Our Process

I provide planning strategies in achievable increments to focus on the most important retirement solutions first and to spread out the costs as you accomplish your goals. I have a passion for financial planning and helping others, and I look forward to helping you achieve your short- and long-term goals for the retirement you deserve.

Education

Retirement Planning Resources

A basic understanding of retirement planning gives you a clearer picture of your retirement readiness. Retirement Resource Management provides free classes, seminars and other valuable resources to help you make sound financial planning decisions. 

Analysis

Comprehensive Analysis =  Successful Retirement Strategies

We help clients understand where they are financially and how to get to where they want to be in retirement. From Social Security to Income Taxes, we give you a breakdown of your retirement readiness so we can create the most effective strategies.

Consultation

Collaboration to Help You Reach Your Goals

Whether it’s our free initial consultation or collaborating on the most effective retirement strategies, we provide customized retirement planning sessions that focus on your unique retirement needs.