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PatI am a “Retirement Coach” guiding pre-retirees and retirees through what can be an unsettling time in their financial lives.

As a Certified Financial Professional with the Institute of Financial Wellness, I am pleased to offer the IFW Retirement Roadmap to a successful retirement. The IFW Retirement Roadmap guides you to live the retirement YOU want. It can provide the Clarity and Confidence you need to live your best life in retirement.


The IFW Retirement Roadmap employs a Monte Carlo simulation to predict your probability of a successful retirement. The IFW Retirement Roadmap can:

  • Help to lower or eliminate taxes in retirement,
  • Protect your portfolio from market ups and downs,
  • Help ensure you have the most money in retirement,
  • Ensure that you never run out of money; and
  • provide peace of mind that you have improved your chances of a successful retirement.

Take the worry out of retirement. I invite you to CLICK HERE for your customized confidential and complimentary IFW RETIREMENT ROADMAP!


 is an educational finance site that has been featured on media outlets reaching over 84 million households in the U.S. Google ranks them as the #1 online resource for safe financial strategies.

You can visit my personal page and download three of their most popular booklets directly from there. There is never any cost to you for this, since I am a member. Just let them know on the download request that I referred you.

Click on the image below to download the report!