If you’re planning your own retirement
I develop an independent, professionally-structured financial plan for your retirement and help align your family around both the plan and any roles they may have.
If you’re helping a parent
It's hard to know whether parents are financially and medically prepared, and hard to ask without it feeling like an intrusion. I help families have those conversations.
Where I can help
Family financial guidance
Guidance on budgeting and retirement income, plus the family conversations that come with them, whether that means simply keeping everyone informed or defining specific roles.
Retirement income planning
Analysis of Social Security timing, the order in which accounts are drawn down, and how tools like annuities may fit into your income plan.
Long-term care and home equity
A look at general long-term care costs and coverage options, when Medicaid may become relevant, and how home equity fits into the picture.
Insurance for any life stage
Term life, disability, and health coverage for individuals and families, alongside long-term care and annuties for retirement. I work with clients across the full range.
About
Will Thiel is a Retirement Guide, a Massachusetts-licensed insurance adviser, and a licensed insurance producer in Massachusetts, New York, and Rhode Island, helping families of all shapes and sizes work through the financial and family decisions retirement brings.
Get in touch
The first conversation is free, with no obligation to continue. Schedule a call to discuss whether Level Ground is a good fit for your situation.