Retirement Should Feel Like a Breath of Fresh Air

Retirement should be about enjoying what you’ve built — not worrying about what comes next. At Fresh Air Financial, we help you create a clear plan for retirement so you can move forward with confidence.

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Retirement Planning Made Clear

Retirement Income Planning

Create a reliable income strategy designed to help your money last throughout retirement.

Investment Management

Build and manage an investment portfolio aligned with your retirement goals, income needs, and comfort with risk.

Social Security & Medicare

Make informed decisions about Social Security and Medicare as you prepare for and move through retirement.

Wondering If You're Ready for Retirement?

Let’s take a look at where you stand. We’ll talk about your income, investments, Social Security, and the questions you have about the years ahead. You’ll leave with a clearer understanding of where you are and what may need attention.

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A Personal Approach to Retirement Planning

At Fresh Air Financial, I help individuals and families navigate the decisions that come with preparing for and living in retirement.

My goal is to make the complex easier to understand, so you can make informed decisions and move forward with greater clarity.

My process is called the O2 Equation—a straightforward approach inspired by my love of the outdoors and the belief that good preparation makes the journey easier.

Each step is designed to help bring the pieces of your financial life together and create a clearer path toward the retirement you envision.

Retirement Insights

Straightforward videos to help you make informed decisions about retirement, Social Security, investments, and your income.

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Newsletters

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Locked Out? How to Break Into Todays Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators