Broker Check

When Can I Retire???

Do you know the answers to these questions?

  • When can I take Social Security benefits in a way that is best for me.
  • What pension distribution choices are right for me.
  • How much retirement income can I reasonably expect to have.
  • What is the best withdrawal rate that is appropriate for me.
  • How much money should be in guaranteed investments.
  • How can I rearrange investments to reduce taxable income in retirement.
  • Should I pay off my mortgage prior to or during retirement.
  • What are my long-term care insurance needs.

Huntsville Office

303 Williams Avenue Southwest Suite 137
Huntsville, AL 35801

Phone: 256-417-4870

Fax: 256-489-6305

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

Let's have a conversation to start you on the retirement of your dreams!