Retirement brings a myriad of changes to your life, many will be anticipated, some will not. We work with you to develop a plan that will allow you to retire when you want and with the lifestyle you want. We address not only the financial aspects of retirement but emotional ones as well.
- Retirement Income Planning
- Not Outliving Your Assets
- Investing for Income
- Long-Term Care
- Estate Planning
- Social Security
- Medicare/Healthcare Planning
- Insurance Planning
- An initial meeting to assess your needs
- A retirement plan that includes recommendations in the following areas: retirement savings, retirement income planning, healthcare and long-term care planning, insurance, estate and legacy planning.
- Annual face to face meetings
- Quarterly advisory statements
- Monthly newsletters
- Client education workshops
- Coordination with other professional advisors, lawyers, CPA’s etc.
- Clear communication of our fees
- 5-10 years away from retirement
- Retired
Learn more about the topics we cover for each stage of your life.