Finivi Inc.
About
As a Chartered Financial Consultant (ChFC), a veteran of the investment and financial planning industries since 1989, and one of the 76 plus million Baby Boomers in the United States who are now currently in, or rapidly approaching retirement, I feel uniquely qualified and passionate about helping others with their own retirement journeys.
If you are preparing for or are already in retirement, I can help you:
- Identify your retirement lifestyle goals and create an action plan to help achieve them
- Understand your Social Security claiming options to maximize your benefits
- Update your estate and wealth transfer plans
- Review your existing investment and retirement accounts
- Generate the income you need to maintain your desired lifestyle
- Understand your options if you or your spouse were to lose your health in retirement
- Become more savvy regarding Medicare and health benefits in retirement
- Understand how Social Security is taxed and the impact of working while collecting
- How a divorce or death of a spouse impacts your Social Security claiming options
As the Director of our Financial Education and Corporate Financial Wellness Programs, I or a member of my team can deliver a variety of financial education workshops on pre or post-retirement planning, investing, estate planning strategies, or social security and Medicare to your public or private corporation, university, hospital or medical group, or your social / fraternal organization.
______________________________________________________
Advisory Services offered through Finivi Inc. an SEC Registered Investment Advisor.
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Initial Consultation (free) and if we decided to work together it usually 3 meetings with the final meeting being the delivery of your plan with recommendations. Meetings can be done virtually but we like to have the final meeting in person.
What education and/or training do you have that relates to your work?
ChFC Chartered Financial Consultant designation received from the American College