She favors using planning strategies that incorporate math and historical data to build plans that have the highest probability of success in both good and bad markets. Her plans include a balance of risk reduction with growth, lifetime income you can’t outlive, tax reduction strategies and legacy plans to optimize what you leave behind to your loved ones.

This fresh approach ensures a comfortable stress free retirement regardless of market cycles, and other variables beyond a retiree’s control. Her goal for every retiree is “don’t worry retire happy”.