We all have different ideas about what a “dream” retirement might look like.  John shares stories of bucket list items his clients have had and how he helped them achieve those goals. 

Then, yes its important to make sure that lifetime income is there each month, your lifestyle is taken care of and you have that fun money for your bucket list. But, what about the cost of healthcare? Inflation? Taxes? Medicare? These are a few of the puzzle pieces that make up the masterpiece of your retirement. The big question many of us have is, "How do I know if I have enough money for all these puzzle pieces? Healthcare is so expensive now, what will it be 20-30 years from now? How will I be able to afford it?"

Good news! John has the answers! When you take the time to schedule a meeting with John, he will review your current portfolio, evaluate what is missing and access what he can add to make your plan the best it can possibly be - regardless if you are already IN retirement or if you are approaching that finish line. It all begins with a conversation - Call John today for a complimentary Portfolio Review!