What we’re about
Balanced Wealth & Wellness for 40-70+ Families and Retirees is a welcoming and empowering Meetup group created for adults, couples, and families in midlife and beyond—including baby boomers, retirees, and anyone planning for a secure future. Our mission is rooted in a genuine passion to help members confidently navigate their financial journeys, achieve peace of mind, and enjoy the retirement and lifestyle they’ve worked hard to build.
As a dedicated financial professional and planner, I strive to provide a space where you’ll find:
Expert Content & Timely Tips: Regular posts, workshops, and seminars that break down complex financial topics—such as retirement planning, investment strategies, Roth IRAs, 401(k)s, Social Security timing, and long-term care—into clear, actionable advice tailored for our age group.
Innovative Ideas & Best Practices: I share the latest industry insights, creative solutions, and up-to-date strategies to help you grow and protect your wealth, reduce unnecessary risk, and make confident decisions in any market environment.
Valuable Resources: Access to trusted guides, calculators, checklists, and educational materials designed specifically for those 40+ and retirees, helping you manage your finances more effectively.
Supportive Community: This is a judgment-free zone for asking questions, sharing experiences, or discussing challenges and milestones—whether you’re planning for the future, managing family finances, or already enjoying retirement.
Personalized Guidance and Professional Services: If you’re seeking personalized financial planning, consultations, or want to explore products and options to fit your goals, I’m here to help—always at your pace, and with your unique interests at heart.
Whether you are new to financial planning, preparing for retirement, or simply want to optimize your financial wellness, this group is your trusted resource for education, support, and ongoing success. Join us, and take the next step toward balanced wealth and well-being for you and your loved ones!
