With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Retirement has the potential to be a relaxing and fulfilling stage of life. Working together and laying the financial groundwork now, we’ll talk about what you need and want your money to do for you and address the likelihood that you’ll be able to achieve these goals given the time you have and the risk you are willing to take. If you have to make tradeoffs, we’ll help you there too.

We know you have concerns; paying for healthcare, saving enough money, maintaining an income stream, and having too much debt, to name a few. We will discuss solutions that can alleviate those concerns and update your financial plan as your lifestyle changes.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.

Links of interest:

Assessing your housing needs

Home safety checklist

Services include:

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