Planning to retire early? Before Medicare kicks in at age 65?

Don’t be shocked with what could be your single largest retirement expense.

Healthcare continues to be a top concern for people as they approach retirement. According to Fidelity Investments a couple aged 65 could expect to pay more than $280,000 in healthcare related expenses over their lifetime. But…

That does not include your medical expenses before age 65!

Learn the options, and how to budget for medical expenses before your eligible for Medicare!

It All Starts With a Plan, We Call It WealthVision

Learn how WealthVision can help you organize your finances, identify your gaps and optimize your resources to fill those gaps so you can plan for your dream retirement

What I Do

I help individuals make the transition from working to retirement.

As you approach retirement you will be making some of the most important financial decisions of your life. Most of these decisions don’t get a do-over, once you’ve made them your stuck.

My goal is to help you get the most out of your retirement resources. I do this by coordinating and optimizing what I call the 7 Core Elements of Retirement Planning.

It all starts with a plan!

We use advanced financial planning software to help you understand your retirement cash flow so you know where the gaps are.

Understanding your retirement gap is the foundation to getting the most out out of your retirement resources and avoiding costly mistakes.

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