Forbes Retirement Advisors
Navigate Your Retirement with Confidence
We'll guide you through the next 30 years of your life — building steady income, protecting your assets, and ensuring your money lasts as long as you do.
Forbes Retirement Advisors
We'll guide you through the next 30 years of your life — building steady income, protecting your assets, and ensuring your money lasts as long as you do.
What We Do
We take a holistic approach to your retirement — covering income, investments, healthcare, and legacy planning so every piece of your future is protected.
We design reliable income streams — from Social Security optimization to annuities and portfolio distributions — so you can enjoy retirement without financial worry.
Our goal-based approach aligns your portfolio with your retirement timeline, risk tolerance, and income needs — adjusting as markets and life evolve.
We help you plan for future healthcare costs and long-term care needs, protecting your assets and ensuring quality care without burdening your family.
We implement strategies to shield your assets from market downturns. Protecting what you've built is just as important as growing it.
Preserve and pass on your wealth with intention. We coordinate with your estate attorney to align your financial plan with your legacy goals.
Minimize your tax burden in retirement through strategic withdrawal planning, Roth conversions, and tax-aware investment positioning.
About Forbes Retirement Advisors
I help individuals and couples approaching or in retirement create clear, confident financial plans for this next chapter of life.
My journey into retirement planning began when I helped my own family navigate the transition to retirement. Seeing firsthand how complex and overwhelming the decisions can be—from Social Security timing to healthcare planning to making savings last—I realized this is where I could make the most meaningful impact.
I spent five years as CFO of Acoaxet Club, where I managed budgets, oversaw investments, and ensured the organization's long-term financial stability. That experience taught me the importance of fiduciary responsibility and strategic financial planning—skills I now dedicate to helping individuals and couples plan for retirement.
Losses hurt you more than gains help you—and that philosophy drives my approach to retirement planning.
I focus on providing personalized, client-centered guidance that helps you maximize your retirement income, minimize taxes, and create a distribution strategy designed for your unique goals and circumstances.
Get Started Today
No pressure. No obligation. Just a hands-on class packed with advanced retirement strategies and a free personalized plan for every attendee.
Walk away with a custom retirement roadmap tailored to your unique situation.
Guidance focused entirely on your goals, your timeline, and your retirement success.
Your first class is completely free with zero sales pressure.
Upcoming Events
Join us for our complimentary Retirement 101 class. Limited seating available.
📅 Wednesday, April 9th, 2025
🕐 6:00 PM - 8:00 PM
📍 UMASS Dartmouth
💰 FREE
📅 Monday, April 14th, 2025
🕐 7:00 PM - 9:00 PM
📍 UMASS Dartmouth
💰 FREE
🪑 Limited Seating Available — Don't miss your chance to learn retirement strategies that could save you thousands
Contact Us
Whether you're 5 years from retirement or already there, it's never too early or too late to get a clear picture of your financial future.
Free Workshop
Our complimentary hands-on retirement class dives deep into the strategies you need for a secure future. Reserve your spot today — no obligation, no cost.