Our retirement income planning services are designed to help you achieve financial security and peace of mind during your golden years. We offer services such as:
If you have a pension or employer-sponsored retirement plan, we provide guidance on how to maximize your pension benefits and make informed decisions about pension distribution options.
We evaluate the role of annuities in your retirement income plan and help you determine if an annuity is suitable for your needs.
We develop personalized investment strategies designed to generate sustainable retirement income while preserving and growing your wealth. Our strategies focus on diversification, risk management, and generating consistent returns to support your lifestyle in retirement.
As a Certified Financial Planner® (CFP®) and Retirement Income Certified Professional® with over a decade of experience, I specialize in personalized retirement planning. As President and CEO of Randall Wealth Management Group, a family business established over 30 years ago, I prioritize hands-on care. With a commitment to thorough investment research, I ensure every portfolio decision is sound. Our competitive fee structure maximizes your assets' growth.
You'll receive transparent and proactive service as I oversee every aspect of your retirement plan. Based on my educational background, including a Bachelor's Degree from California State University, Monterey Bay, and a Master's Degree from Kansas State University, I suggest retirement income plans that meet your needs. My goal is to offer a clear and practical vision of your retirement future, providing strategic solutions along your financial journey.
