Experiencing the loss of my mother and brother both at extremely young ages led me to experience first-hand how important it is to have a financial plan in place to help protect your loved ones while at the same time ensuring that you’re on track to achieve the retirement you want and deserve! To achieve that balance, it’s important to plan ahead to help ensure your expenses will be covered and that your retirement savings last as long as you will. This kind of planning can be complex, but you don’t have to do it alone. My team is here for you and can help you create a strategy specific to your needs and goals—so you can retire when and how you want. Call the office today to schedule a complimentary connect meeting. I look forward to working with you!