Planning for a confident retirement Organize your finances today and plan for a more confident retirement tomorrow. We can start by talking about your dreams and goals and projecting your retirement income and expenses. Together, we can address the many options you may have for your retirement. My Approach Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement: 1. (1) Covering essential expenses 2. (2) Ensuring your lifestyle 3. (3) Preparing for the unexpected 4. (4) Leaving a legacy And I’ll help you make adjustments as needed so you can retire on your terms.