Social Security Timing & Claiming Strategies
A simple, 3-step process showing how you may be able to improve retirement success, lower your tax bill and determine when you'll be ready for retirement.
Schedule a quick phone call for an introduction and to set your Retirement Readiness Assessment meeting to diagnose your situation. We’ll then have a follow up appointment to review my findings.
*The Retirement Readiness Assessment is provided by Retirement Advisers and is a service offered free of charge.
I specialize in helping Greater Boston Area Residents plan for a successful retirement. I do my best work with:
Retirement investors over age 55 who are already retired or want to make "work optional" in the next 5-10 years.
Diligent savers who have accumulated investments of $500,000 or more and want to reduce their tax burden. (Excluding real estate.)
People who value working with an experienced professional specializing in income planning because they know their retirement is too important to go it alone.
Your Free Retirement Readiness Assessment™
A simple 3-step process that will help show you how to improve your retirement success & reduce your potential tax burden.
Step 1 - Schedule 15-Minute Call
A quick 15-minute phone call will give me both a chance to make sure my areas of expertise match up with your retirement needs, goals and concerns.
After all, you wouldn’t see an Chiropractor if you needed brain surgery!
Step 2 - Meet With Me
Like any doctor, it’s important to diagnose the situation before we prescribe any remedies.
The next step is a meeting with me at our office in Worcester. During this 1-hour meeting, I will get crystal clear on your retirement goals, needs, and concerns so I can develop your personalized Retirement Readiness Assessment™.
Step 3 - Review Assessment
With your Retirement Assessment complete, I will have another
1-hour meeting to review my findings and recommendations.
In plain English, I will explain exactly what you can do to help improve your retirement income plan, potentially lower your lifetime taxes, and optimize your Social Security benefits.
Think About It!
After we meet, I simply ask you to think about what we discussed! I am looking for long-term relationships with my clients and we need to be a good match.
If any other questions pop-up, I am more than happy to discuss strategies to address anything I may have missed the first time around. I want to make sure we're crystal clear on your retirement goals and needs.
I have been serving the Greater Boston community for over 25 years and I love to help make my client's retirement dreams come true, but, there is never a hard-sell or pressure to say yes!
Still have questions? Keep reading...
Step 1 - Schedule Your 15-Minute Phone Call
The purpose of this call is to answer your questions and ensure my areas of expertise match up with your retirement needs, goals and concerns.
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