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Why work with Sergio

You have worked hard your entire career and have diligently saved for your retirement. Now you are worried when you should claim your Social Security benefits and are confused about what option to choose from your Pension. What about Medicare?

You also have IRA's, 401(k)'s, 403(b)'s, mutual funds, and so forth and have no idea how they are supposed to generate an additional income stream for the rest of your retirement. You want to know if you can afford to retire but there is just so much to think of. Not to mention, you have not even started looking at your health insurance, dental insurance, vision insurance, life insurance, long-term care insurance, or estate planning.

You do not have to go at it alone. Lucky for you there are CFP® professionals to guide you with all these decisions.

Sergio has been assisting clients since August of 2008 with many of these decisions. Feel free to give us a call or email for a complimentary consultation. There is ABSOLUTELY no obligation to work with Sergio.

The initial consultation is to address any questions or concerns you may have regarding your financial situation and to see if you're a good fit to work together.