Helping you plan your future today

Retirement planning doesn’t end when you exit the workforce – it continues throughout your retirement years. We specialize in helping individuals continue to enjoy the comfortable retirements they deserve.

Preserving your wealth, creating sustainable income throughout retirement and maintaining your lifestyle are probably your highest priorities. We can help you with wealth management needs such as income projections, distribution planning, estate and legacy planning, as well as other essential needs such as life insurance and long-term care insurance. Depending on the precise nature of your needs and objectives, we may incorporate:

• Accumulation and income-projection modeling. Understanding exactly what you need to retire comfortably and whether your current savings rate will be adequate is critical.
• Distribution planning. Carefully planning – and timing – withdrawals is key to preserving your assets throughout retirement.
• Employer-provided benefits integration. Employer-provided benefits, such as 401(k) and defined benefits plans, often form the core of retirement assets. Understanding how to most effectively integrate these benefits into your overall retirement-income strategy is crucial.