After a rewarding career of serving students, and families as a teacher and administrator, I bring the same dedication and commitment to my clients as they seek to meet their financial goals.
I focus on ASSET ENHANCEMENT AND PROTECTION, helping clients reduce risk and minimize their tax burdens during retirement using financial and insurance products from financially strong and stable institutions.
I welcome the opportunity to share the benefits of my services and products. Whether you are just starting out or someone who is near or in retirement, I offer the personal attention you deserve.
Avoid losing half of your income with the death of a spouse. Social Security benefits are an essential part of any retirement strategy. Make the most of your benefits. Determining when you or your spouse will start taking Social Security benefits may be the most important decision of your retirement.
It's essential to educate yourself about the available benefits and filing strategies. Run through various scenarios with Andy Odoardi. With this knowledge, you’ll be able to claim your benefits in a way that’s most likely to optimize income for you and your family. It is also important to consider the impact of Medicare premiums on your benefit.
If you would like to learn more about Strategies to Help Families Save on the Cost of a College Education? Click the link College Funding Essentials