Retirement Planning

Whether it's a long way off, fast approaching or already a reality, you have goals for your retirement. Financial advice is abundant but knowing the correct path to take is a daunting task at times. I believe my 24 years of experience and wide range of knowledge, and my commitment to continuing education to maintain the CFP®, ChFC®, and APMA®professional certifications assists in helping clients navigate their road to retirement. As your financial advisor, you, my staff, and I will work to ensure you have a road map that takes your entire financial picture into account and adapt it to your changing needs.

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Our office and several clients volunteered at the Food Bank of Central and Eastern North Carolina. We packaged over 9,800 juice boxes.
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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Retirement discovery

Some questions about retirement are nearly universal. For example—how much can I spend and still have income that lasts for my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the SecureSource INTERACTIVE® tool. It’s a discovery tool that puts you in the driver’s seat as you explore the most important issues impacting your retirement income.

After your visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

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