Are you concerned that you are going to run out of money in retirement?

One way to overcome this concern is to review your monthly income and expenses, factoring in the income your assets can generate for you.

I offer a no-cost, no-obligation phone consultation to gather this information from you and prepare an annual cash flow analysis that we can review together.

Our goal is to allow you to see whether your projected future annual expenses can be covered by the income you are planning to receive.