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About drallard

For more than 25 years I have helped clients transition into and through retirement. My focus has been on advising clients on the financial aspects of retirement. In addition to my financial background and education; CFA, CFP and MFA, I completed the Retirement Options Coaching Certification. Experience led me to believe that retirement is more than just about the money so I developed retirement planning software called the Retireabilityscore. My goal is to change the way people look at and experience retirement.