Retirement Coach -- Plan Review

• I will review your retirement plans based on my first hand experience of retirement.

I retired 4 years ago from plant management and engineering. I am 59 years old and enjoy coaching others on their retirement journey. I have worked with over 200 clients expose gaps and plan strengths. I am not a financial advisor, but can highlight concerns I see based on my experience. I greatly prefer clients use New Retirement Software, but this is not a requirement.