A goal without a plan is just a wish.
Fee-only, Fiduciary, Fully Independent.
Retire Sensibly is an Idaho-based financial advisory firm founded with one goal in mind: serving our clients on their retirement journey.
Ongoing advice in a constantly changing world.
What if your family had a trusted financial advisor to guide you through both the good times and bad? We will help you:
✔ Build a custom portfolio, built and managed according to your unique retirement goals and values.
✔ Create a flexible retirement plan designed to help minimize the effects of inflation, taxes, and investment risks.
✔ Hold all of your investment accounts conveniently in one place with direct access to your financial advisor.
What best describes you?
You’re busy working in your career, taking care of your family, and now it’s time to save for retirement. We can help guide you through what you should be doing today to prepare financially for tomorrow, including:
✔ Creating a comprehensive investment and contribution strategy that includes your IRAs and 401(k)s
✔ Choosing between Roth and Traditional IRAs
✔ Seeking out opportunities for tax savings
✔ Planning for childrens’ college expenses
Retirement is in your near future or you have already retired. You have questions about Social Security, pensions, healthcare and Medicare, and generating income from your retirement savings. We can help with:
✔ Retirement calculations – when, where, and how
✔ Creating a retirement income stream
✔ Finding affordable retirement health insurance or Medicare policies
✔ Creating a strategy to protect your portfolio from market risks and taxes
You need help figuring out what to do with your 401(k) or other employer-sponsored retirement plan. The options can be confusing and sometimes you have limited time to act. Our advice includes:
✔ Helping you understand your options
✔Consolidating your retirement accounts into one place and designing a comprehensive strategy
✔Evaluating special tax benefits for early retirees and investors who hold employer’s stock shares in their 401(k) accounts
Founder, Retire Sensibly LLC
I began my career as a financial advisor in 2012 and worked for several large wealth management firms. I found that my passion was getting to know my clients and working with them on an ongoing basis, not selling products and moving on to the next buyer.
I launched Retire Sensibly LLC as a fully independent firm in 2018. We are proud to be 100% owned and operated in Idaho. As a CERTIFIED FINANCIAL PLANNER™ practitioner and Retirement Income Certified Professional®, my focus is helping retirement-minded investors stay on track for retirement and avoiding everyone’s greatest fear: running out of money in retirement.
Need help? Send us a message.
Monday – Friday 9:00 am to 5:00 pm
135 E. Calderwood Dr., Suite 120 Meridian, ID 83642