The experienced financial guide you need to land in your retirement zone.

The client’s needs come first, every time

At GroundRush Financial, I try to remind clients that planning for the future often feels like “it’s always too soon, until it’s too late.” Don’t hesitate. Make every moment between now and your future work for you. I can help you do just that, but we should start to take action now. And as always, I put your best interests first when we work together. These are the services I can help you with, based on your unique retirement needs and goals:

Investment Management

Aligning portfolio allocations with risk tolerances to help ensure you’re comfortable with wealth management choices is always the first step. After that, constant monitoring, review and assessment gives us the right information to stay the course or course-correct if needed.

Retirement Income Planning

I believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, we can design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.

Social Security Maximization

Choosing when and how to draw Social Security can be a tough decision. Factors including marriage status, can impact your options. I’ll help you navigate the possibilities, so you get the most from your hard-earned benefits.

ROTH Conversions

Determining when, or if, you should convert your investments to a ROTH IRA is an individual decision based on factors such as your financial situation, age, tax bracket, current investments and alternative sources of retirement income.

Tax Minimization Strategies

Taxes will always be a part of life. We can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement

Legacy Planning

Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs, a charity, or want to develop a business succession plan, we can help design a strategy to accomplish this goal.

Insurance

People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life, long-term care, disability, or an annuity – insurance can provide resources when most needed.

Financial and Wealth Planning 

Once I know your goals and current financial state, I can make recommendations and create a plan for you. There are usually many paths to reaching your goals. I’ll help you discover the pros and cons of each and develop a comprehensive wealth management plan.