Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

 
 

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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Make the most out of your retirement

Make the most out of your retirement

In retirement, you finally have time to enjoy the rewards of your life’s efforts. Don’t let worrying about finances put a cloud over your exciting next chapter. WealthLink, your personal financial website, can help you easily and securely manage your retirement assets. I’d love to show you how. Call me.

Dentist

Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.