I collaborate with CPAs and other professionals by providing retirement income education designed to help clients make more informed decisions.

My role is educational and planning-focused. I do not provide tax or legal advice and defer all tax-related decisions to the client’s CPA.

How I Support Shared Clients

• Retirement income education and planning discussions

• Tax awareness and income sequencing education

• Risk considerations as clients transition into retirement

• Clear coordination with CPAs and professional advisors

Clear Professional Boundaries

I do not prepare tax returns, provide tax advice, or offer legal guidance.

My goal is to support the work of CPAs by helping clients understand retirement income concepts so they can engage in more productive planning conversations.