Broker Check

Dublin Office

5650 Blazer Parkway,

Suite 100
Dublin, OH 43017

Pre-Retirees

Client Centered

I help Pre-retirees prepare for a fulfilling retirement before it is too late.


Pre-retirees are individuals who are within a few months to 10 years of retiring.


I use my GPS planning model to address the unknowns of retirement that cause confusion and fear. I explain what are your Medicare and Social Security options. We will discuss what to do about not outliving your income. We identify the best strategies for you when it comes to IRAs, 401ks, and taxes. We will devise a backup plan in case something goes wrong with your health or the market. It’s about getting to and maintaining your ideal lifestyle in retirement.

Schedule a free 20 minute Pre-retiree overview web meeting by filling out the form below.

Schedule a Free 20 Minute Consultation

Thank you!
Oops!