Six merry, beaming, attractive older adults sitting together joyfully sharing a meal on a lovely summer evening.

Financial Advisor for Retirees & Folks Age 60+

Nationwide Delaware Pennsylvania

WISE & CARING FIDUCIARY | ADVICE-ONLY | FLAT FEE | NO *AUM* FEES | NO ACCOUNT TRANSFERS

Get StartedMeet your financial advisor
Six merry, beaming, attractive older adults sitting together joyfully sharing a meal on a lovely summer evening.

Financial Advisor
for Retirees &
Folks Age 60+

Nationwide Delaware Pennsylvania

WISE & CARING FIDUCIARY | ADVICE-ONLY
FLAT FEE | NO *AUM* FEES
NO ACCOUNT TRANSFERS

Get StartedMeet your
financial advisor

Should I do Roth Conversions?

Take money from which account? Taxable? Tax-Free? Tax-Deferred?

How should I prepare for early retirement?

Get a 2nd opinion on our investments and assets?

Paying too much taxes or *AUM* (Assets Under Management) fees?

Sell, or 1031 exchange, or keep my rental properties?

Are you interested in... evaluating how much money you can safely spend? receiving unbiased, non-judgmental advice? seeing other viewpoints and perspectives? increasing your lifetime income? getting health insurance in early retirement? hearing a 2nd opinion about your investments and assets? discovering blind spots in your planning?

Let’s plan together to gain you…

  • CLARITY ABOUT YOUR FINANCES

  • CONFIRMATION in understanding key aspects of your life

  • CONFIDENCE TO MAKE IMPORTANT LIFE DECISIONS

  • COMMAND to take actions to achieve your goals

  • COMFORT, in BOTH Mind and Heart

Learn about our comprehensive and project-based services

Are you interested in... evaluating how much money you can safely spend? receiving unbiased, non-judgmental advice? seeing other viewpoints and perspectives? increasing your lifetime income? getting health insurance in early retirement? hearing a 2nd opinion about your investments and assets? discovering blind spots in your planning?

Let’s plan together to gain you…

  • CLARITY ABOUT YOUR FINANCES

  • CONFIRMATION in understanding key aspects of your life

  • CONFIDENCE to make important life decisions

  • COMMAND to take actions to achieve your goals

  • COMFORT, in both Mind and Heart

Learn about our comprehensive and project-based services

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