Living in retirement

After decades of work, you’ve made it to a well-deserved stretch of freedom called retirement. Now the question is how to make your money last through this new phase of life. As your financial guide, we’ll help you figure out a withdrawal strategy that fits your situation and helps you pursue meaningful goals. After all, you’ve got a lot of living to do.

Discover the ways we can help Get in touch

Explore services

Financial guidance to help you live in retirement the way you’ve always dreamed of.

Distribution strategies

Expert planning to help you determine your retirement income strategy
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Social Security

Guidance about when to start social security and how to maximize benefits
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Legacy planning

Tax-efficient wealth transfer strategies that honor your intentions
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Wealth preservation

Smart strategies to make your wealth last a lifetime and beyond
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Healthcare planning

Thoughtful planning for healthcare needs and long-term care considerations
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Longevity planning

Preserve your standard of living smartly for decades to come
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Three considerations in retirement

It’s common to have questions swirling as you plan for retirement. Take comfort knowing we can help you decide when to start tapping social security, how much you should allocate for healthcare as you age, and how you can leave a legacy that honors your story. We’re by your side through it all.

Are you prepared for longevity?

Your retirement might last three decades or more, so it’s crucial to take a long and fulfilling life into account when you create your financial plan. Our knowledgeable team can help guide you in exploring the possibilities.

Milestones

Honeymoon phase

You’re finally free to pursue your passions and check items off your bucket list. We can help you:

  • Plan to pursue lifelong goals, including travel and charitable endeavors
  • Project healthcare costs and consider Medicare and long-term care coverage options
  • Make the most of your income streams, such as Social Security

Reflection phase

Life has settled into a peaceful rhythm as you enjoy memorable moments in time. We can help you:

  • Update your estate plan and check beneficiaries
  • Set up a tax-efficient wealth transfer strategy
  • Have meaningful legacy planning conversations with your family

Turning point phase

As the honeymoon ends, a clearer vision of the rest of your life begins. We can help you:

  • Review housing options – aging in place versus downsizing
  • Create a dynamic, efficient budget for healthcare costs
  • Consider other longevity concerns as part of your financial plan

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Review this roadmap to help you navigate through the Medicare enrollment process.
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Retiree in training

Practice makes perfect when it comes to retirement.
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5 considerations for your Social Security strategy

As you prepare to start claiming benefits, be sure to ask yourself these questions.
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Making the most of a Roth IRA

Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
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When markets are down, what should you do about RMDs?

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Are you and your partner on the same retirement page?

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We can help you pursue a retirement filled with passion and purpose.

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