With over 25 years in the insurance industry, I possess a thorough understanding of the industry and use this to assist clients. Assessing a person’s current retirement setup sooner than later is pertinent to ensuring they not only close any potential “Income Gap” before they reach retirement age, but also look at the income tax ramifications and consider adjusting their setup.
With a personalized approach I focus on the person and any potential financial limitations to help determine the best approach to meet their needs for a more enjoyable retirement.
