Get expert help with Medicare, Social Security, investments, and estate planning — without juggling multiple advisors.
Build a clear roadmap for savings, income, and tax-smart withdrawals.
Protect your loved ones with the right coverage at every stage.
Consolidate and grow your retirement accounts with expert guidance.
Compare plans, enroll with confidence, and get help with benefits.
Create wills, living trusts, and strategies to protect your assets for the next generation.
We specialize in helping pre-retirees and retirees navigate the complex transition into retirement with comprehensive guidance across all financial areas
Get expert guidance for Medicare, Social Security, investments, insurance, and estate planning — all from one trusted advisor, so you don’t have to juggle multiple specialists.
We recommend the best solutions, free from corporate bias.
Decades of expertise navigating retirement’s toughest decisions.
From investments to insurance, we coordinate every piece.
No more juggling multiple advisors — get everything in one place.
As an independent advisor and founder of Strategic Choices Financial, I specialize in guiding pre-retirees and retirees through the complex decisions that shape their financial future — from Medicare enrollment to Social Security timing to estate planning.
🧭 Expert in retirement transition navigation
🤝 Independent access to top financial and insurance companies
🧩 Comprehensive approach connecting all retirement pieces
Retirement involves complex decisions across multiple areas. As your guide, we help you understand and coordinate all these moving pieces into one comprehensive strategy.
Get step-by-step support with enrollment deadlines, plan comparisons, and prescription drug coverage so you choose the right plan the first time.
Learn when and how to claim benefits — including spousal options — to maximize your lifetime income and reduce taxes.
Simplify 401(k) and IRA rollovers, rebalance portfolios, and create tax-smart withdrawal strategies to help your savings last.
Protect what matters most with wills, living trusts, healthcare directives, and strategies to pass assets smoothly to loved ones.
Find the right life, disability, and long-term care coverage to safeguard your income and family.
For business owners, we help plan leadership transitions, employee benefits, group health, and key-person insurance.
Stop juggling multiple advisors and get comprehensive retirement guidance from one trusted, independent source. Schedule your complimentary navigation session today.
Strategic Choices Financial, Inc. is a registered and bonded Legal Document Assistant in Los Angeles County, CA (#987456). We are not a law firm and do not provide legal or tax advice. All materials on this site are for educational purposes only and should not be considered a substitute for professional legal consultation.
