Specialty
Retirement planning
Retirement planning covers the transition from accumulation to distribution — income strategy, withdrawal order, Social Security timing, bridge income before Medicare, Roth conversion runway, sequence-of-returns risk, long-term-care planning, and the tax coordination that determines whether a retirement plan actually survives 30+ years of drawdown.
Advisors with depth in retirement planning
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Claire Berg, CFP, AEP
Multi-generational estate and legacy planning for established households.
21 yrs -
Jacob Owens, CFP, CFA
Retirement and late-career planning for physician households.
14 yrs -
Devon Okafor, CFP, CDFA
CDFA-credentialed divorce financial planning, working directly with family-law counsel.
12 yrs -
Sam Park, CFP
Vancouver-based cross-border planning for Canadians working in the Pacific Northwest.
10 yrs
Related specialties
Audiences this specialty commonly serves
- Retirees
- Pre-retirees