Are You Sure Your Retirement Will Last?
Almost half of retirees will run out of money in retirement, but you don't have to. We specialize in helping healthcare professionals create a financial plan that optimizes retirement savings, Social Security, 401(k), and tax mitigation strategies for a secure retirement that lasts for life.
Curious about where you stand? Get your questions answered and find out if your retirement will be enough to last. Whether you're just starting out or nearing retirement, you can make sure you have a successful, happy, and stress-free financial future.
Maximize Retirement Savings
Make Your Retirement Last For Life
Minimize Taxes
Retirement Realities
40%
Of Retirees
Where the head of the household is between 35 and 64 are expected to run short of money in retirement.
61%
Of Women
Will be responsible for their financial retirement. Becoming more financially literate is key.
80%
Of Income
Is needed to sustain the same lifestyle in retirement.
What Clients Are Saying
We Help You
01
Maximize Retirement Savings & Income
With personalized retirement planning options you can increase savings, eliminate 401(k) fees, and create a lasting personal pension. Starting early means you can invest less for lasting financial security. Take control of your retirement today.
02
Minimize Impact of Taxes In Retirement
Who wouldn't prefer less taxes? Discover tax-efficient strategies to mitigate the impact on your retirement income, including taxes on Social Security benefits (yes, its taxable). Explore options to generate tax-free income to secure your financial future now.
03
Optimize Social Security Benefits
Did you know you can qualify for Social Security benefits based on your spouse's or ex-spouse’s earnings, even after their passing? We offer expertise in eligibility, taxes, and maximizing Spousal and Survivor benefits to help secure your retirement. Find out how we can help.
You're Future Self Will Thank You
Retirement planning can be complicated, but we can make it easy. We help healthcare professionals like you, navigate through the financial complexities to maximize benefits and ensure your money lasts. Let's do this.
Simplify
Retirement
Regardless of the stage of life you're in, when it comes to planning for retirement, there's no such thing as being too young or too old to begin. In fact, due to compounding interest, beginning earlier requires smaller investments over a shorter span of time, compared to starting later. Get started now.
Start
Now
Waiting to plan for retirement will cost you - literally. Make the time to secure your future. It's the ultimate self care.
Secure
Your Future
Daniela Dubach
Daniela, a Certified Financial Education Instructor with the NFEC, a Social Security Claiming Strategist, and Certified Financial Fiduciary®, has been passionate and committed to empowering individuals through financial education for over a decade. Over the years, she has been teaching hundreds of live classes on various financial topics for school districts, local colleges, non-profits, and many other organizations - helping thousands achieve their financial goals. As a successful business owner, financial educator, and retirement income strategist since 2009, she intimately understands the financial challenges especially women are facing today.
Certified Financial Fiduciary®
Founder & CEO, Financial Literacy Institute
15+ Years of Experience.
