As the Lead Advisor at Navigating The Retirement Red Zone, I bring over 12 years of expertise to guide individuals in understanding and navigating strategies for a secure and confident retirement. I possess the necessary credentials and competencies to offer independent and fiduciary advice, focusing on your unique values and goals rather than promoting internal or incentivized products.
My primary mission is to assist you in crafting distribution and tax strategies tailored to your retirement savings and investments. These strategies are designed to ensure the maintenance of your desired lifestyle and goals while safeguarding against the risk of outliving your assets.
Utilizing my customized Retirement Red Zone Guide, I provide a comprehensive written review of your specific benefit options, Social Security claiming strategies, tax planning, health care cost and a personalized financial plan. My approach is holistic, considering both risk factors and opportunities to create a well-rounded retirement strategy.
Phone: 800-375-2494 | Email: bill@navtherz.com | Website: www.navigatingtheretirementredzone.com
