Hello, my name is Maria Fliess, as someone who has witnessed the overwhelming confusion that often accompanies retirement planning, I've dedicated over sixteen years to simplifying this process for individuals nearing or in retirement. My mission is to provide clarity and peace of mind by offering a personalized approach that addresses every facet of their financial landscape.
In my role as a fiduciary and Retirement Income Certified Professional® , I take a holistic view of my clients' financial lives, both in the present and throughout retirement. This encompasses critical areas such as optimizing social security benefits, navigating Medicare options, tax planning, assessing risk tolerance, fee analysis, and aligning asset allocation with specific needs. Every recommendation I make is tailored to their unique circumstances, ensuring a comprehensive strategy that fosters long-term financial security.
By leveraging my expertise and commitment to personalized service, I empower my clients to make informed decisions that will support them throughout retirement. Whether meeting in person or online, my goal is to equip individuals with the clarity and confidence they need to navigate life's important financial milestones with ease and confidence.
Licensing & Credentials
Services Offered
Tax Specialties
