Save for Retirement, without anxiety and guesswork

How much money will I need when I retire?

Is the amount that I am saving right now enough?

Will my money grow enough to allow me to maintain my current lifestyle?

What kind of retirement accounts should I be using?

IRA, Roth IRA, 401(k) what do these even mean?

If you have found yourself asking any of these questions, let me help you.

Retirement Questions?

Before becoming a Certified Financial Planner™, I helped design retirement plans for dental practices and other small business owners. I have a unique understanding of the needs and challenges that people face when trying to develop and implement a retirement plan for themselves and their employees. We will work together to make the process seamless.

Ready to Avoid Excess Taxes?

As a former tax accountant, I will recommend tax strategies for you that optimize your savings. We will explore different types of accounts and methods so that you don’t pay unnecessary taxes today, which will allow your money to grow for you tomorrow! 

 

Want a Peek into Your Financial Future?

Retirement planning services through Seamless Financial Planning provide you with understandable projections toward your successful retirement. Below are a few examples of what we will look into:

  • How many years you plan to work
  • Current spending vs expected spending
  • Desired amount of risk
  • Past financial market behavior

No more guess work. You’ll get a projection, like the sample below.

 
 

With a clear set of plans to reach your goals and an accountability partner, you will clarify your financial life and sleep better knowing you’ve got a solid outlook on your financial future.

Book your free consultation today to see if you are on track!