Client Ratings
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We specialize in helping pre-retirees between 50 and 65 transition into retirement. But that really doesn’t describe the hands-on approach we take with our clients.
We build roadmaps to retirement. We identify the best route, point out the roadblocks and set a course to navigate around them.
Our roadmaps cover the obvious - a successful retirement. But they also weave in income taxes, estate planning, portfolio analysis and construction and protecting your finances against a future nursing home stay.
Along the way, we have a network of other professionals such as CPAs and attorneys that help in specialized areas as needed.
The following reviews are based on experiences from Successful Money Strategies current clients, collected by Amplify Reviews. No compensation was provided to clients. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria.