I can help you get clarity about your retirement plans and help you create the roadmap to a successful work-free life.
Do you need help figuring out what to do with TSP once separated or questioning options on whether to take the SBP?
Are you entering a second career and need help understanding new employer benefits, as well as determining efficient ways of saving when receiving multiple sources of income?
Do you have a clear understanding of the guaranteed income you will receive from sources such as social security, pensions, annuities, veteran's benefits, etc.?
Do you know how much inflation will affect your retirement spending on things such as basic living expenses, travel, home improvements, gifts, and other one off expenses?
Start Your Retirement Success Today
My team and I proudly serve San Antonio, Texas and surrounding areas, and we look forward to working with you - virtually or in-person based on your preference and location. Schedule time to meet or use the submission form below to begin.