Retirement is nerve-racking. You only want to do it once. Let’s be honest- most of us feel a little embarrassed that we don’t know more about our most important retirement accounts.
This chapter of life should be exciting, not stressful. Talking with a complete stranger about your entire financial life can be unnerving.
You don’t know who to trust. You haven’t had time to understand the details of your retirement benefits.
I’ve worked for 30+ years as a retirement specialist. I dedicated the last decade to helping PG&E and Kaiser Permanente employees maximize retirement benefits.
I think of it like this- I’ve retired from PG&E and Kaiser Permanente over 100 times through supporting my clients. I see the paperwork and walk folks just like you through it many times each year. Whether you’re a few months away from retirement or a few months into your career, I can help.
Together we’ll build a plan for your future. I’m no-nonsense and non-judgmental. No matter your situation, there is no need to feel embarrassed or ashamed.