Check the background of this investment professional on FINRA’s BrokerCheck

Check the background of this investment professional on FINRA’s BrokerCheck

Free Gift: Annuities Explained

As seen on WBAY TV! We’d like to offer you a FREE digital (or paper) copy of our white paper, Is An Annuity Right For You? Please fill out the information below to gain immediate access.

purposefully and confidently

transitioning you from one third of life to the next

At Next Third Retirement Coaching, our mission is to be your coach and partner; respectfully challenging you and advocating for you as you clarify and articulate your individual and family goals for the next third of your life.  We help you build confidence in your transition plan to improve your financial independence.

next third retirement coaching team

who we are

At Next Third Retirement Coaching, we specialize in working with people who are within 2-4 years of retirement, or those who find themselves suddenly single. Many of our clients came to us because as they started to enter that next season or “next third” of life, they quickly realized they had crucial questions they couldn’t answer on their own such as how will my needs and identity change as I enter this new phase? How will I handle medical costs, plan for social security, or long term care? What do I really want to be able to do with my time, and how do I plan for the legacy I someday want to leave behind?

If any of these questions resonate with you, know that we can answer them for you because retirement coaching and planning is our specialty!


Our services bring various financial components together into one cohesive plan that bests utilizes your financial resources to make life more fulfilling and rewarding.

Financial Planning

Asset Management

Retirement Planning

social security planning

life insurance


long-term care

estate planning

legacy planning





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