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Helping you make retirement
the enjoyable experience it can be


Our clients who are retired want a lifestyle that is every bit as enjoyable and full of opportunity as their life has been getting to this point. They want to maintain their current lifestyle as well as be able to travel and leave a legacy for their children and community.

That’s why financial planning doesn’t just end at retirement. The reality is thoughtful management of one’s financial affairs in retirement can take on greater complexity with issues such as longer life expectancies, sustainable withdrawal strategies and planning a legacy.

It is important to have an experienced financial advisor whose goal is to help you with preserving your wealth, creating sustainable income throughout retirement and maintaining your standard of living. To this end, there are many things we do.

One is to create a personalized plan designed to preserve your wealth and mitigate the impact of market risk, taxes and inflation. We will help you differentiate your essential living expenses from aspirational lifestyle expenses, manage your required minimum distributions and determine the most tax-efficient ways to draw income from your taxable and tax-deferred investments.

We’ll also make sure to review important matters such as Social Security and Medicare. Plus, we’ll collaborate with your legal and accounting professionals on important matters such as having a plan for your estate, and having the protection provided by life insurance and long-term care insurance.

You’ve worked hard all your life to arrive at this significant stage of your life. Our goal is to help you enjoy your well-deserved retirement.

With the right financial guidance, retirement can be a most enjoyable and fulfilling stage of life.


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