Retirement Workshop 20/20

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451 NW Prima Vista Blvd
Port Saint Lucie, FL 34983
+1 (561) 818-2506

History

Since 2006. Clients have been asking. How long will I live? Where will my income come from? How will my health holds up? What about taxes? When can I turn on Social Security? When can I retire? There is no cookie-cutter in retirement so we handle everyone with Integrity, focus, and clarity.

Specialties

We provide Educational Workshop Solutions for your Retirement. Maximizing Social Security, Taxes in Retirement, Medicare Options. Minimizing taxes of your Social Security & other retirement sources. We utilize tax mapping strategy & Social Security software. These workshops are Complimentary

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Reviews

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1.01 reviews
Derek D.
4/25/2019

Cathy Richie called and convinced me to switch my health care plan, telling me that everything was the same and the max out of pocket would be lower. She also told me that I had 24 hours to...

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