Take the first step to

Financial Confidence

Join us for a webinar and learn more about your finances.

Get financial tips from home.

Join one of our webinars!

Retirement Taxes Today

​​​​​​​Be sure to watch “Retirement Taxes Today!”

You can:

  • Discover specific taxes you can potentially reduce or possibly eliminate with a tax-efficient strategy
  • Learn about the window of opportunity IRA & 401k owners have to leverage the 2018 tax reform for potentially lower retirement taxes
  • Learn how sequencing withdrawals from certain retirement accounts may reduce your taxes in retirement
  • Understand how lost deductions could cause your retirement taxes to be higher than expected (And how to plan for it)
  • Learn how new changes to tax laws could affect the taxes you owe on your Social Security Income!

Learn how I may help you keep more of your hard-earned savings!

Inspiring Women

Inspiring Women focuses on several areas where women have specific retirement planning needs including Social Security, tax planning, longevity, income and healthcare. Join this free webinar and learn more about how to empower yourself in retirement!

logo-step

Rather Meet
One-on-One?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call or text at 408-297-9800