Financial Advisor with over 25 years of experience serving Berks and surrounding counties providing ''Retirement & Income Solutions'' to help clients ''Live Retirement on Their Terms''.
Understand SOCIAL SECURITY OPTIONS before you make an irrevocable election of benefits that could COST you and your spouse $20,000 to $150,000 or more in lifetime benefits.
Review all of your PENSION OPTIONS before you make irrevocable decisions that can DECREASE your pension payments, provide FEWER options, and inadvertently DISINHERIT your heirs.
Create a GUARANTEED INCOME you cannot out-live like a private pension.
Review your LEGACY AND WEALTH TRANSFER OPTIONS to provide MORE CONTROL and REDUCED COST.
Receive a WRITTEN PLAN to review possible outcomes and ''what-if'' scenarios for your RETIREMENT.
If you would like to discuss any of these issues, I will work with you personally to provide the ATTENTION and SERVICE designed to address your specific interests and needs.