Your Retirement
Specialists 2027
Nineteen advisers and one advisory team in thirteen states, focused on the move from saving to spending.
For many people, the ten years either side of a last paycheck matter most.
The strategy that built your savings may not be the strategy that protects them. Sequence-of-returns risk, tax drag on withdrawals, Social Security timing, and the cost of care can arrive together, and often only once. The advisers here work with families through that transition.
Every profile below also appears in the Your Retirement Specialists section of Kiplinger’s Retirement Planning 2027.
Sequence of returns
A market drop in the first years of withdrawals does more lasting damage than the same drop later.
Tax on withdrawals
Which account you draw from, and in what order, changes what you keep each year.
Social Security timing
Claiming at 62, at full retirement age, or at 70 can change lifetime benefits by a wide margin.
Cost of care
Medicare premiums, IRMAA surcharges and long-term care need a place in the plan before they arrive.
Meet the specialists
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark and the CERTIFIED FINANCIAL PLANNER® certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Profiles appear in an advertising section of Kiplinger’s Retirement Planning 2027. Inclusion is not an endorsement by Kiplinger. Each adviser’s required disclosures appear in their full profile. Advisers are independent and are not affiliated with one another unless stated. Not affiliated with or endorsed by any government agency.