Post Retirement

Wealthy Choices® offers post-retirement income services. Post-retirement income (different from a pension) addresses maintaining your lifestyle during retirement.

After all the bills are paid, and the niceties accounted for, do you have enough income for the pleasures and luxuries that matter to you?

Investment Management

Investment management is about the function of your portfolio. Wherever your money is – in banks, mutual funds, ETFs, stocks, bonds, real estate, or something else – it’s important to track what it is doing for you.

You have timeframes and goals. Is the way your money is allocated helping you reach your targets?

Estate Planning

Wealthy Choices® recognizes that estate planning is the pits. However, as your financial planner, I am here to prepare you for just that – the P.I.T.S. What is the P.I.T.S.? Principle, Income, Taxes, and Sorrow.

I prepare you to have a conversation with your attorney about what happens to the Principal – the money. We talk about the Income that would be available to the people who have depended on your support during your lifetime. 

Retirement Planning

at Wealthy Choices® you are the center of the plan. Your values, interests, quirks, assets, family, and lifestyle are part of developing a retirement plan that fits you. Retirement planning is not about using a retirement calculator – a generalized, non-personal planning method that isn’t as accurate as you might think. Retirement planning is about understanding what you consider pleasing for the years ahead and then shaping strategies for that outcome.