Ethan has extensive experience working with clients who are approaching retirement. Preparing for retirement goes beyond answering the question, will I have enough? A comprehensive plan will look at tax optimization, withdrawal strategies, and risk management.
A typical married couple can have 81 social security options available to them. I can provide a thorough review of ones social security claiming options to ensure you find the one most appropriate to your unique situation.
Based out of the Folsom office, Ethan’s experience also includes working with a number of Intel employees and he is familiar with the inner workings of the Employee Stock Purchase Plan, stock options and restricted stock units, SERP/SERPlus, as well as the option for traditional or Roth 401k contributions.
Ethan has additional experience working with clients who have recently become single and helping them put together a road map for financial security inside their new paradigm.
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