Financial Planning

Retirement Planning On Your Terms

Retirement should be something you look forward to — not something that keeps you up at night. Let's build a strategy that gets you there with confidence.

Financial Representative
Mutual of Omaha Advisors
TSP Rollover
Specialist
Bilingual
English & Spanish
Retired
Army Veteran

A Retirement Plan as Unique as You Are

Retirement planning isn't just about saving money — it's about designing the life you want when you stop working. That means thinking about income streams, healthcare costs, Social Security timing, inflation, and your personal goals.

I work with individuals and families at every stage of their retirement journey — whether you're just starting to save in your 30s, accelerating savings in your 50s, or already retired and managing distributions.

I also specialize in helping military veterans and federal employees navigate their unique retirement benefits, including Thrift Savings Plan (TSP) rollovers. If you're transitioning out of military service or federal employment, I can help you understand your options and make the most of what you've earned.

  • Retirement income strategy and gap analysis
  • Annuities and income protection planning
  • Social Security optimization
  • TSP (Thrift Savings Plan) rollovers — military & federal employees
  • Military pension and benefits coordination
  • Tax-efficient withdrawal strategies
  • Long-term care planning
  • Estate and legacy planning basics
  • IRA and 401(k) rollover guidance

🎖️ Military & Federal Employees

As a retired Army veteran, I understand the unique retirement landscape for those who served. From TSP rollovers to pension coordination and VA benefit integration — I speak your language.

📊 Financial Fitness Tool

See where you stand today and what steps will get you to where you want to be. Interactive, personalized, and free to use.

Launch Planning Tool

Ready to Get Started?

Schedule your free consultation with Adelmarie today — no pressure, just honest guidance.

📅 Book Free Consultation

Why Plan Your Retirement with Bellona?

📈

Goal-Based Planning

We start with your vision of retirement, then build the strategy to get there.

🎖️

Military Expertise

Deep knowledge of TSP rollovers, military pensions, and VA benefit coordination.

🔒

Income Protection

We focus on making sure you never outlive your money.

Ready to Take Control of Your Financial Future?

Let's create a plan that gives you clarity, confidence, and peace of mind.

Schedule Your Free Consultation