Retirement Planning

Your retirement is too important to handle alone. Delegate the planning & investments to JFS and allow our advisors to assess your retirement readiness, help minimize taxes, consider Roth conversions, plan for Medicare & healthcare costs, and guide you on when to claim Social Security.

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Retirement Management

Retirement Planning Advisors and Planners

Barbara Glover, CFP®, CCFC

Barbara J. Glover, CFP®, CCFC, is a Wealth Advisor for JFS Wealth Advisors, based out of the Doylestown office.

Thomas D. Wilson, CFP®, Partner, Wealth Advisor at JFS Wealth Advisors

Thomas D. Wilson, CFP®

Thomas D. Wilson is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

Sarah J. Amey, CFP®, CIMA®, CPWA®

Sarah J. Amey, CFP®, CIMA®, is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

Gary A. Dalessandro, MS, CPA/PFS, CFP®, Wealth Management Strategist at JFS Wealth Advisors

Gary A. Dalessandro, MS, CPA/PFS, CFP®

Gary A. Dalessandro, MS, CPA/PFS, CFP® is a Wealth Management Strategist for JFS Wealth Advisors, based out of the Hermitage office.

J. Stephen Lee, Partner, Wealth Advisor at JFS Wealth Advisors

J. Stephen Lee

J. Stephen Lee is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.

Louis V. Colella, CPA/PFS, CFP®, CEPA™, Managing Director, Business Growth and Transitions Team

Louis V. Colella, CPA/PFS, CFP®, CEPA™

Louis V. Colella is Managing Director of the Business Growth & Transitions Team and Wealth Advisor, Partner, based out of our Hermitage office.

Retirement Planning Insights

Insights

After the Job Change: Questions to Ask about Your New 401(k) Plan

July 15, 2024

Insights

Social Security Maximization: Top 5 Tips

June 15, 2024

In the Media

JFS Wealth Advisors’ Director of Financial Planning Featured in MoneyGeek

June 3, 2024

Insights

Maximizing Your Medicare Benefits

November 18, 2024

Insights

Aging in Place or Move? The Pros and Cons Revealed

March 26, 2024

Webinar: 10 years from retirement? What to do now, by JFS Wealth Advisors

Insights

10 Years from Retirement? What to Do Now

June 21, 2023

Browse More Insights

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