RETIREMENT PLANNING

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

Retirement Planning Services

Our retirement planning services help clients approach their retirement with the clarity and confidence needed to truly enjoy their post-working years.

We help with crucial retirement planning items like:

  • When can you safely retire?
  • How to maximize your retirement income?
  • How to protect against running out of money?
  • How to provide reliable paychecks after you stop working?
  • How to maximize Social Security?
  • How to optimize your Medicare coverage?
  • How to plan for unexpected future events?

Retirement planning is all about creating a road map that is unique to you. We provide a customized, digital financial plan that allows you to see the potential impact of certain “what-if” scenarios that may be of concern to you. This could include the possibility of a long-term care event, reduced Social Security benefits, or even an extended life expectancy.

On the positive side, we can also show you how your plan looks if we add in allowances for things like travel, gifting to grandchildren, or purchasing a new car or home.

Because we specialize in working with individuals 50 and older, we are also well-versed with important topics like Social Security and Medicare, which are often misunderstood by new and aspiring retirees. We’ll guide you every step of the way to help you make the best decision possible with these two major pieces of your retirement plan.

For a free retirement analysis, click the button below to schedule a 15-minute call.

Step #1: Schedule 15-Minute Phone Call

Additional Retirement Planning Resources

The 3 Biggest Surprises of Retirement

Retirement presents many unknowns for those planning to enter their “golden years.” As it goes, more uncertainty tends to result in more anxiety. However, some components of retirement aren’t quite what they seem. Here are three of some of the biggest surprises of...

4 Ways to Keep Getting Paychecks in Retirement

Getting a regular paycheck is one of the most comforting things about your working years. Therefore, not getting paychecks in retirement can be a major cause of stress. With all the different investment strategies out there for investing and producing income, the...

How to Navigate the 3 Phases of Your Financial Life

Your financial goals and priorities certainly change throughout your life. These changes result from many factors and are common. In fact, you will experience three distinct phases in your financial life (accumulation, preservation, and distribution). To avoid major...

Why You Need a Specialist Near Retirement

Most people are surprised when I tell them that, even as I financial advisor, I do very little to help people get to retirement. In fact, our clients have done much of the hard work themselves by living within their means, investing in their 401(k), and avoiding...

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 as 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 question...

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...

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.