I’M READY TO RETIRE AND EXPLORE THE WORLD…

All those hours of work. All that time spent raising the kids. Will you ever have time to do the things you want to do? 

Retirement offers the opportunity for you to get out on the road - or stay at home. It also offers you the opportunity to revisit your financial portfolio - and your estate plan. Do you remember who you named as the beneficiary when you bought that life insurance policy 20 years ago? Who did you name as the beneficiary on that 401k plan offered through your work two jobs ago? Having designations that do not line up with your estate plan when you die can be costly and time consuming. And it happens way more often than you would think. Let me work with you and your financial adviser to be sure all of your assets are lined up with your estate plan - before it's too late for you to do anything about it.