Understand the solutions available to secure your retirement income.

As an estate planning attorney, I have reviewed more than 7,000 financial statements of my clients. I had to do that to be able to recommend the right-sized estate planning strategies for each unique client.

As an estate planning attorney with almost five decades of working with clients’ financial statements, when I sit down with clients and talk about their finances, I either see seniors with most of their nest egg invested in the stock markets, or everything invested in CDs.