Areas served · East Valley
Retirement planning for women in Tempe, Arizona.
Tempe has been part of my life for thirty years, and it is where I live now.
One coordinated plan
Many careers in Tempe ran through a public employer
I live in Tempe and have for thirty years, so meeting here in person is easy to arrange. Many careers in this city ran through the university, the school district, or the city itself, which usually means a pension alongside whatever was saved. How a pension and savings fit together is the question I hear most from Tempe clients, and it is covered on the retirement income page.
Meeting in Tempe
I live in Tempe, so meeting in person is easy to arrange. Meetings are by appointment, and phone or video works just as well if that is simpler for you.
Questions
Working together in Tempe
Do you meet in person in Tempe?
Yes. I live here, so in-person meetings are easy to set up. Everything is by appointment. Some clients like to sit across a table and others would rather talk by phone or video, and either one works.
I have a pension through a public employer. Is that something you work with?
Yes. A pension covers part of retirement income and savings have to cover the rest, so I look at the two together rather than treating the pension as settled and the savings as the only open question. If you have not made your pension election yet, that is worth talking through early, because it is made once and some options cannot be changed later.
Let's start with a conversation.
The first conversation is at no cost. It's about understanding your situation and whether it makes sense to continue from there.