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 What got you here, won't get you there.



 I work with clients to help them through the single biggest financial decision of their life - retirement.
 
 Let's talk about how we can work together to navigate the biggest financial decision you will face.
 
Schedule a no-charge, no-obligation phone call using the link below: 
 

The years leading up to retirement and the decisions made at retirement cannot be based on the same rules used while you were building your nest egg. 

Many of my clients had been managing their financial lives and diligently saving on their own. Some have worked with an insurance broker or with an investment broker to build their nest egg. As they near retirement, they recognize the complexity of withdrawals, tax planning, fee reduction, and portfolio optimization requires expertise in multiple areas.  Many retirees realize that going it alone or using an investment broker is no longer the best approach for this next stage.
 
They partner with me to develop a road map, monitor the journey, and adjust as needed.  My retirement plans reduce fees and taxes, optimizes income during retirement, and promotes peace of mind for whatever life events come your way.


 
 
 
 

 

COMPLIANCE DISCLOSURE
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Colleen Weber, Principal, Colleen Weber CPA, LLC or her editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Links to other sites endorsing a stock should not be construed to be a recommendation of that stock by Colleen Weber CPA, LLC. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered through Colleen Weber CPA, LLC., a registered investment advisory firm in the state of Minnesota.

The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Minnesota or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Minnesota and certain other states.


©2017 Colleen Weber CPA CFP. All rights reserved.