What's your Retirement PLAYCHECK look like?   Our service is complimentary.

Will I outlive my savings?

  • Traditional IRA
  • Roth IRA
  • Roth Conversions
  • Simple IRA
  • 401k & 403b and other Qualified Conversions

When should I claim Social Security?

We will provide you with a claiming strategy to maximize your benefits for your retirement planning.

  • Social Security Planning
  • Tax Mapping 

Can I afford my future healthcare?

As a Certified Medicare Insurance Planner will provide you an  unbiased recommendation.

  • Medicare
  • Medicare Advantage Plans
  • Prescription Drug (Part D)
  • Long Term Care Insurance
  • Multiple Life Insurance Options