facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Palm TreeRetirees


Tailored Services

  • Retirement Goals & Objectives
  • Retirement Income Strategies
  • Cash Flow Projections
  • Social Security & Pension Planning
  • Portfolio Optimization & Stress Testing

Key questions we can help answer

  • Am I on track to retire?
  • Are my retirement account withdrawals sustainable – what’s my probability of outliving my money?
  • Where will my “paycheck” come from when I am no longer working?
  • What’s the most efficient strategy for my Social Security and pension income?
  • Is my investment portfolio optimized for my retirement needs? 



Make an Appointment