Certified Financial Fiduciary
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About Barrington Retirement Planner
I help individuals and couples nearing retirement replace uncertainty with clarity—so you can make confident decisions about income, Social Security, rollovers, and risk.
People who want clarity before making irreversible decisions
If you’re within about 5–10 years of retirement (or already retired), small choices can have big consequences: when to claim Social Security, what to do with a 401(k), how much risk to take, and how to create dependable income.
- Pre-retireesYou want a plan before the paycheck stops.
- New retireesYou want to avoid early-retirement mistakes.
- CouplesYou want coordinated decisions (especially for survivor income).
Simple structure. Plain English. No pressure.
Retirement stress usually comes from uncertainty—not from a lack of savings. My role is to help you get clarity, understand your options, and put structure around your income so you can make decisions with confidence.
- Income firstWe start with the paycheck your plan needs to produce.
- Risk awarenessWe make risk visible so it’s not a surprise later.
- CoordinationSocial Security, taxes, rollovers, and legacy decisions work together.
Common planning areas
These are the topics most people want help sorting out—especially when they’re trying to avoid costly mistakes.
Retirement Income Planning
Design an income strategy that supports your lifestyle and adapts to change.
Explore →Social Security Planning
Coordinate claiming decisions to improve lifetime outcomes—especially for couples.
Explore →Estate & Legacy Planning
Align beneficiaries and tax considerations with your family goals.
Explore →Serving Barrington and surrounding communities
We work with clients in Barrington, South Barrington, Inverness, Lake Zurich, Hoffman Estates, Schaumburg, and throughout the Northwest Chicago suburbs.
Want to ask a quick question first?
No pressure. Just clarity about your retirement planning options.
Prefer the phone? 847-592-5405
Barrington Retirement Planner
America United Wealth Planning
Tel. 847-592-5405
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