Retirement Planning

Longer life spans have changed how we view “retirement.” While some will transition into a less hectic pace, just as many gear up for an exciting time of new adventures. As a Retirement Income Certified Professional® (RICP®) and with over 30 years of experience, Lori focuses on creating a retirement plan that creates lifelong income streams and assets that won't be depleted. Lori regularly works with:

Employees of Fortune 500 companies | State employees | Small business owners

Let us help guide you through your transition into retirement, what you will do with your time, and how long your money will last.



Do I have enough? How do I plan for retirement?


Retirement Rollovers & Distributions


Health Insurance & Social Security


Pension, Retirement Accounts, Stock Options?

Request a complimentary consultation for a successful guide to retirement.