Planning for a long, fulfilling life

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Learn about longevity resources available to you.

In addition to the financial implications, retirement has life implications. Our knowledgeable and experienced team can help you sort through the possibilities and offer financial advice designed to guide you up to and through the retirement you’ve envisioned.

Ask yourself these key retirement questions:

Healthcare: Safeguard your well-being

Your finances and your health are intertwined in complex ways. And as you get older, health issues and their associated costs tend to add up. By planning for future healthcare costs today, you’ll have the comfort of knowing you will be cared for and both you and your family will be protected from a rising financial burden. 

Things to consider:

  • What will the treatment of existing medical conditions cost over the long term?
  • Do you know what costs Medicare will cover?
  • Should you consider long-term care insurance?

Caregiving: Addressing the need for care

At some point, you may be providing care or receiving care, so this must be taken into account in long-term financial planning.

Things to consider:

  • Do you understand the full impact of being a caregiver?
  • How will you get the care you need as you age?
  • Is long-term care insurance a good idea for you?


Transportation: Go where you want to

Being mobile means being independent. And retirement life brings more opportunity to go where you want whenever you want. That may help explain why transportation is the second largest expense for individuals older than 65. This accounts for about 15% of their annual expenditures, according to the Bureau of Labor Statistics. That is why we make sure to account for it as part of your long-term financial plan and a major part of a fulfilling second act.

Things to consider:

  • How will you get to your favorite places in retirement?
  • Who will assist you if you can’t drive yourself somewhere?
  • What transportation options are available in your area?