Broker Check

Salt Lake City Office

2150 East 1300 South,

Suite 500
Salt Lake City, UT 84106

Expert Retirement Planning

Retire to the Life You Want

Retire to the Life You Want

Full service retirement preparation and planning and social security maximization

Important decisions to make in advance, before your crack your nest egg

How do I want to spend my time?

  • To work or not to work?
  • Volunteering?
  • Relocation/downsizing?
  • Fitness and Health
  • Fun?

Click here for a Retirement Lifestyle Workbook from MoneyGuide Pro (PDF)

Retirement Asset Planning

Do I or will I have enough? Don’t guess let’s run the numbers, so you really know.

  • Assets--when to use what
  • How much will I need to retire, considering inflation, health care, additional travel and other needs, wants and wishes? Are my goals the same or different from my spouse?
  • How much should I be saving each year so that I can retire? How does that change if my retirement dates change?
  • What’s the earliest I could retire if I wanted to?
  • How can I track my progress towards retirement over time?

Retirement Transition

Ready set go!! Am I emotionally, socially, and financially ready?

  • I’ve been offered an opportunity to retire with an ‘early-out’ package but I don’t know if I should. What should I do and how can I decide?
  • I’ve been thinking about setting a date for retirement but how can I know if I’m ready? Will I have enough money?
  • What is the most appropriate pension option to select: lump sum, annuity, single life only, or joint-and-survivor?
  • How should I coordinate my health insurance with respect to COBRA, Medicare and any gap period between the two?
  • Long term care, self-fund or insure? What is the right thing for us?
  • Social Security—a complex question—with many right answers depending on your situation how do you maximize yours? When should you take Social Security — at age 62, 66, or 70, or somewhere in between? And how should I coordinate spousal or ex-spousal benefits?

Retirement Management

I’ve decided to retire, now what?

  • Social Security, Medicare, what are my options? How do I know what is right in my situation?
  • What do I do with my retirement accounts, my pension, and my taxable accounts?
  • Someone told me, that the order I withdrawal / spend my investment funds can make a big difference in how long my money will last? What’s the right order for my specific situation?
  • I’ve heard that making a mistake on how to take my IRA or retirement plan distributions can be really costly. How does this all work?
  • Should long term care insurance be part of my plan?
  • Is how I invested before retirement still right for me after retirement?

Click here for the Importance of Planning brochure from MoneyGuide Pro (PDF)

Social Security Maximization

Click here for a Social Security Benefits workbook from MoneyGuide Pro (PDF)

Have a Question?

Thank you!