If you are approaching retirement, you may wonder when you can or should retire – and if you will have enough money to maintain your lifestyle. Our goal is to help you have a withdrawal strategy that addresses both your need for monthly income and your desire to make your money last. We will create a personalized plan designed to help preserve your wealth and mitigate the impact of market risk, taxes and inflation.
Since Social Security benefits can play an important role in providing your retirement income, we can help you determine your eligibility, when best to file, and how to potentially maximize benefits for you and your spouse. With the right preparation and guidance, we believe retirement can be a most enjoyable and fulfilling time of your life.
There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital.