CREATE A WORRY FREE RETIREMENT INCOME
We help you create a flexible retirement income plan to help you prepare for the future and ensure you have the proper investments and strategy put into place to protect you and your family
Hi, my name is Steven Boorstein and I’m a Certified Financial Planner™ (CFP®) professional and also a Doctor of Pharmacy (PharmD). Having knowledge and expertise in both financial and medical fields for over two decades has allowed me to help clients better protect their incomes and expenses in retirement, and even more importantly, help them achieve greater levels of financial independence. How do I do this? By building time-tested retirement income strategies that are both flexible and adaptable to changes that can occur throughout retirement… similar to the way a physician monitors your physical health and adjusts your medical plan over time.
Creating a plan to keep your retirement income healthy, monitoring it and adjusting things as your retirement lifestyle changes, and keeping that income flowing for as long as you live without the fear of running out of money… I call this specialized type of planning that I do for clients:
“The Retirement Income Rx”
With over two decades of helping provide clients with sound financial advice, I’ve developed a retirement income planning process that help addresses these important concerns that you’ll likely face in retirement: