I advise individuals on pension benefits, social security, railroad retirement, and employer restricted stock units. Understanding what options are available and which one is right for you can be difficult and overwhelming. I help clients organize these different benefits, choose what options are right for them, and implement a plan that sets them on a path to achieve their specific goals. I also work with clients to implement a sound investment philosophy and coordinate with their tax professional to minimize the effect of taxes on their long-term financial plan. I believe financial planning is about relationships and a common understanding of what success looks like. What are your goals