When a comfortable retirement is your greatest priority

If you are approaching retirement, planning and preparation are key in determining when to retire, or how much longer you should work in order to support your lifestyle. However, the need for planning doesn’t simply stop the day you retire. People are living longer today, so the possibility of enjoying 10, 20 or 30 years in retirement takes continued planning.

We’re here to help you with preserving your wealth and creating a sustainable income stream throughout your retirement years. We can implement a strategy that strikes a careful balance between your need for monthly income and your desire to make your money last – and help mitigate the impact of market risk, taxes and inflation.

Since Social Security benefits can play an important role in providing retirement income, we can help you determine your eligibility, when best to file, and how to potentially maximize benefits for you and your spouse.

We can offer advice on the many Medicare questions you are sure to have, and address issues related to longevity planning, such as weighing home care versus moving to an assisted living facility.

In addition, we can help you manage your required minimum distributions and determine tax-efficient ways to draw income from your investments. We can also collaborate with your legal, accounting and insurance professionals on important matters such as estate planning, life insurance and long-term care.

Retirement should be a most enjoyable and fulfilling time of your life – and with the right financial guidance, we believe it can be.

Services Include

  • Retirement Income Planning
  • Social Security Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Distribution Strategies
  • Healthcare Planning
  • Longevity Planning
  • Long-Term Care Costs