Your benefits are unique — and so are the decisions that come with them. I help you navigate:

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• Retirement plan options: understanding your 401(k), Roth, and after-tax contribution strategies.

• Pension analysis: when and how to take your EB pension for maximum lifetime income.

• Social Security timing: coordinating EB retirement and spousal benefits.

• Healthcare & Medicare planning: how your coverage changes at and after retirement.

• Investment & tax strategy: aligning your accounts for efficiency and long-term growth.

Forward-Looking Tax Strategy & Preparation

Taxes influence nearly every financial decision you make. I integrate year-round tax strategy directly into your plan to help you keep more of what you earn and make smarter decisions about when and how to realize income.

Our tax services include:

• Proactive tax planning throughout the year

• Tax-loss harvesting & portfolio coordination

• Charitable giving and donor-advised fund strategies

• Business income optimization

• Tax preparation available as an additional service through our network of CPAs for an additional fee.​

Investment Management

Your investments should reflect your goals — not just market trends. We manage portfolios using an evidence-based, tax-efficient approach that balances growth and protection, aligned with your time horizon, comfort level, and personal values.

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Our investment process includes:

• Custom portfolio design & ongoing monitoring

• Rebalancing and tax-efficient implementation

• Sustainable and values-aligned investment options

• Integration with your overall financial plan

• Institutional-level discipline tailored to individual goals

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Who We Work With

We’re a great fit for Electric Boat employees who:

• Are preparing for retirement and want to make the most of their pension, 401(k), and savings options

• Have built long careers at EB and want clarity on when they can confidently retire

• Are balancing family goals, mortgage decisions, and changing expenses as retirement approaches

• Value simplicity, transparency, and honest guidance — not sales pitches or product pushing

• Earn $100K+ or have accumulated $1M+ in retirement assets and want a plan that protects what they’ve built

Why Electric Boat Employees Choose
In The Money Retirement Planning

You’ve spent years taking care of everyone else — your business, your employees, your clients, your family. Now it’s time to give your own future the same attention and intention.

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Protect what you’ve built, invest with purpose, and design a life that reflects your values — both today and long after you decide to step away from work.