Retirement Planning

Helping you build & preserve your wealth in your retirement years.

Interactive “What-If” Scenario Planning

Future Cash-Flow Projection Analysis

Cash Management and Withdrawal Strategies

Social Security Maximization Strategies

Pension Maximization Strategies

Annuity Evaluation and Monitoring

Retirement Plan Contribution Strategies

401(k) and Qualfied Plan Advice

Helping Avoid Mistakes on Major Decisions

As you approach the end of your working years, you will be faced with the decision of when to finally retire, how much you can spend in retirement, when should you begin Social Security, what pension option should you choose, and how to properly structure your investment portfolio during the distribution phase.

In the area of retirement planning, we will help you make all of the important decisions you will be faced with both prior to, during, and after you retire.

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Additional Retirement Planning Resources

How to Free Yourself from Financial Anxiety

As the world attempts to bounce back from the COVID-19 pandemic, there is still much uncertainty and financial anxiety in the air. In fact, according to a survey done by the National Foundation for Credit Counseling, 69% of Americans age 18 and up reported…

Is Cash Really King?

You’ve probably heard before that “Cash is king.” I have certainly heard it more during the last few months where we’ve endured the COVID-19 crisis. Volatility, uncertainty, and fear has been high. The value of cash, safety, and liquidity has increased. But, the...

5 Key Ingredients to a Good Financial Recipe

In my experience, a good dish usually begins with good ingredients and a good recipe. The right amount of those ingredients, mixed together in the proper order, and cooked for a designated amount of time, can turn into something special. The same…

5 Things the SECURE Act Has Changed for Individuals

In December of 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law, triggering several changes for individual investors and employers that offer or have considered offering retirement plans. The SECURE Act…

Income Plans: Different Than Financial Plans?

Retirement nest eggs do not grow themselves. Getting to retirement typically takes years of hard work, a few good investment choices, and an incredible amount of discipline. But, while the formula for success in the years leading up to retirement, or the accumulation...

5 Investing Lessons Football Taught Me

As a former athlete, I’ve had the benefit of being around many great coaches over the years, and with great coaches come great one-liners. Although simple, and sometimes cryptic, these teachable sayings carry much weight. Within them are lessons that are…

How the Financial Media Hurts Investors

Isn’t it interesting how human beings are drawn to drama? For some reason, we watch the news more when there is a crisis, tragedy, or natural disaster taking place. This is precisely why the financial media is always incentivized to create a crisis…

Are Annuities Bad for Consumers?

Q: Are annuities bad for consumers? A: Like many things in the world of investing, it’s almost impossible to make a broad generalization about a specific investment and then claim that the generalization will apply to everyone. That’s the downside of any broad generalization…

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.