If you’re between 59 to 65, haven’t started your Social Security, have 150,000 or more in a 401K at work… and worried that you don’t have a handle on how to make your money work in retirement; then let’s have a no obligation relaxed lunch or dinner on me and let’s just talk about it.  Everyday I help folks settle their nerves about retirement and providing a plan that helps make sure your money last in retirement.  I do lunches or dinners one day a week, your choice and your choice of restaurant.  Only rules are you must be between 59 and 65, haven’t started your Social Security and have at least 150,000 in a 401K or similar retirement plan at work.
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