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About Today Financial Agency

Working hard, putting in your time, and having an attitude of continual improvement are all critical to having a successful career. The build up to retirement is stressful, and so is the transition into retirement. There are many unknowns, and it becomes critical to have a good retirement team in your corner. The services I provide are for those who are worried about market volatility or for those that are worried their nest egg wont last as long as they do. I do all of this with a laid back, no pressure approach, and a focus on helping the client first and foremost. There are many different financial professionals. The majority of individuals have worked with a financial planner that is a professional at accumulation (growing your nest egg). All this work is done during your "working" stage and is crucial to your retirement stage. That's where I come in. Another part of Financial Planning is Retirement Income Planning. Its not nearly as sexy as those advisors that focus on gains in your younger years! But it changes your focus from Return on Investment (ROI) to Reliability of Income (new ROI). You need your retirement assets to last as long as you do in a risk averse manner. It all starts with getting a good grasp on Social Security and how to maximize your benefit. This is the bedrock of a great retirement plan. My clients come to me when they are : ✅ Nearing retirement and need a plan ✅ Worried about market volatility ✅ Need tax saving plans for their assets ✅ Looking to learn about, or maximize, their social security benefits Within a few months of enacting income planning strategies, my clients are frequently able to: ✅ Truly rest and vest ✅ Go to sleep full-well knowing when their next "paycheck" is coming, for how much, and for how long ✅ Dedicate more time to their spouse, kids, grandkids ✅ Know that their basic living expenses are covered for the rest of their life and their spouses life Message me for more details!

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