Retirement & Financial Strategist
Helping Educators & Public Servants Retire Tax-Free & Secure Their Future
👋 About Me
With years of experience in financial planning, I specialize in helping educators, public servants, and small business owners build secure, tax-efficient retirement strategies.
🎯 What I Bring to the Table
- ✅ Pension & Retirement Solutions – 403(b), 457(b), IRAs.
- ✅ Tax-Free Wealth Strategies – Structuring income efficiently.
- ✅ Smart Investment Guidance – Protecting & growing your assets.
💡 Frequently Asked Questions ⬇
Q: How do I lower my taxes in retirement?
A: I specialize in tax-free retirement strategies, such as Roth conversions & tax-efficient investments.
Q: Can I roll over my 401(k) or pension?
A: Yes! I help clients transfer old retirement accounts into optimized, lower-cost strategies.
⭐ Success Stories ⬇
✅ A teacher increased her retirement income by 30% after working with me.
✅ A small business owner saved $10,000 in taxes with my strategic planning.
