Personalized Financial Guidance for Every Stage of Life
Serving Scottsdale and Wisconsin with trusted planning, investment, and retirement strategies for over 30 years.
Experience-Based
Throughout my career, I’ve found that I’m most valuable to clients when helping them tackle the big retirement questions: When should I claim Social Security? Which Medicare plan is right for me? How do I create income that lasts?
Over the years, I’ve discovered that I serve two distinct groups exceptionally well:
1. Retirement Transition Phase
- You’re 50+ and actively planning your exit from the workforce
- You’ve successfully saved $700,000 or more for your future
- You’re ready to make informed decisions about when to retire and how much you’ll need
- You want professional guidance to maximize your Social Security benefits, select the right Medicare coverage, optimize your investment allocation, implement tax-efficient strategies, and build a sustainable income plan.
2. Active Retirement
- You’ve already made the transition to retirement or semi-retirement
- You have $1M+ in retirement accounts and want to ensure it lasts your lifetime
- You need sophisticated withdrawal strategies that maximize your purchasing power while navigating tax implications and market fluctuations
A Clear, Step-by-Step Process
Complimentary 30-minute discovery call to understand your retirement goals, current situation, and specific concerns about Social Security and Medicare.
We’ll collect your financial information, Social Security records, and current benefit estimates to create a comprehensive analysis of your options.
Detailed presentation of your optimized Social Security claiming strategy, Medicare options, and retirement income plan with clear recommendations.
We guide you through implementing your plan and provide ongoing support as you navigate Medicare enrollment and Social Security applications.
Why Choose FWA
Our Financial Services
Financial Planning
Create a personalized roadmap for your financial future with expert guidance tailored to your goals, from retirement planning to wealth preservation.
Retirement Planning
Prepare for the future with confidence. Our retirement planning helps you create a stable, sustainable income strategy for your next chapter.
Wealth Management
Take a holistic approach to managing and growing wealth with strategies tailored to your goals, lifestyle, and long-term success.
Social Security Optimization
Discover smart strategies to maximize your Social Security benefits. With 567 claiming options, we help you choose the one that fits best.
Estate Planning
Plan for the future with confidence. We help you organize and manage your estate to protect your legacy and provide for your loved ones.
Medicare & Insurance
Navigate the complexities of Medicare and insurance with expert help. We ensure your coverage fits your needs and protects what matters most.