Retirement Planning

Retirement

Only a small percentage of women are “very confident” that they will be able to retire with a comfortable lifestyle.
Source: Transamerica Center for Retirement Studies®, November 2023

"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 05/12/23 by Melissa Reimer who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

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

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

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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