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

EQ Beats IQ When Investing

The ups and downs of investing can cause some investors to experience “market fatigue.” It’s not always our balances that get beat down, but our emotions, which is why a high level of EQ (or emotional intelligence) can be more beneficial than a high IQ. The ups and downs of investing can cause some investors to experience….

Social Security: 7 Crucial Mistakes & How to Avoid Them

Bad Social Security advice and poor claiming strategies continue to cost retirees, especially those eligible for spousal, survivor, and divorced retirement benefits. Social Security has provided benefits to Americans for over 80 years and is a pillar of retirement in the US. However….

Identity Theft: 15 Ways to Protect Against Cyber Attacks

Cybersecurity may not often be included as part of wealth management, but poor practices could lead to significant financial loss. However, many cases of identity theft can be prevented with prudent practices and security measures.Identity theft is an issue that...

Should I Invest Near a Market High?

When the stock market is near an all-time high, some investors decide to exit the stock market, fearing of a possible decline. Although this is a common and logical concern, historical data shows that may not be the most prudent approach to navigating markets that are near all-time highs.

Is the 60/40 Portfolio Dead?

Portfolios with 60% stocks and 40% bonds have been a staple of investing for the last few decades, but many think these portfolios could face major challenges in the next several years. With interest rates near historic lows, successful bond investing could look much different in the future. The 60/40 portfolio has been a common strategy..

College Savings: Is a 529 Plan Right for Your Child?

A 529 College Savings Plan could be a great way to contribute to your child’s financial future, but is it the best? Tax-advantaged accounts, like 529s, also come with restrictions and less flexibility to offset their tax benefits. But, a 529 College Savings Plan isn’t your only option in saving for your….

3 Myths About the Stock Market in an Election Year

Every four years, we are essentially told the fate of the world hangs in the balance of which presidential candidate wins the election. This narrative is used by both major political parties in the U.S. However, historical data tells a different narrative, and it’s one that debunks some of the most common…

If Everyone is Selling, Who is Buying?

The Great Wealth Transfer has been historically known as the shift of assets from Baby Boomers to their heirs, which some estimate to be in the ballpark of $68 trillion over the next two decades.1 But, I’d like to share about a different transfer of wealth, one that all investors need to be aware of.

5 Ways to Get More Money in a Roth IRA

When the world feels like it’s on the brink of implosion, it seems trivial to write or think about taxes. But, with the thought that taxes might go up in the future, especially in Illinois, many are wondering how to get more money in a Roth IRA today (to pay taxes now and not in the future). Of course, it is…

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.