Retirement Planning

Retirement Financial Planning

"Shari has always provided the best strategies for my retirement growth. She has helped me negotiate the market in good times and bad. I have recommended Shari to family, friends and clients. She is wonderful to work with."

This statement was provided 5/12/23 by Melissa Reimer who is a client. This statement may not be representative of the experiencer of others, and is not a guarantee of future performance. For additional reviews, search us wherever local buinesses are reviewed.

We help you start planning well ahead of your retirement, then adjust your portfolio for the next chapter of your life

We recommend strategies to give you the lifestyle you have worked so hard to achieve.

We provide advice and education on social security, IRA rollovers, long-term care planning, and other complex financial aspects.

Our philosophy is to preserve wealth while creating a steady income stream for years to come

SCHEDULE A CONSULTATION

Contact Us

form.antibot { display: none !important; } You must have JavaScript enabled to use this form.

This communication is strictly intended for individuals residing in the states of AL, CA, FL, MI, MN, NJ, NM, NY, PA, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Privacy

Form CRS: Client Relationship Summary