RETIREMENT PLANNING
Helping you build & preserve your wealth in your retirement years.
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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
5 Mistakes to Avoid for Retirees
Why Robots Are Bad Financial Advisors
In this age of rapidly advancing technology, more and more investors have opted for “DIY” financial planning and robo-advisor investment management platforms. And, with the increasing capabilities of trading platforms, retirement calculators, and auto-rebalancers, why wouldn’t….
Should I Accept my Pension Buyout Offer?
As employees covered by defined pension plans approach retirement, companies are looking for ways to remove themselves from their obligations by offering pension buyouts. For example, instead of providing the retired employee with an income stream for life, the company…
Am I Prepared for Retirement?
After years of conversations with those on the verge of retirement, I’ve noticed a trend that seems to be common among those preparing to step into their golden years. The trend is a need for confirmation that all the hard work, discipline, and saving was enough. They want to know that they…
Sailing with the Tides
Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. Click to read the full article from Dimensional….
Early Retirement? Don’t Overlook These 5 Things
Retiring early. To most people, that phrase has a beautiful ring to it. In fact, it’s difficult to find individuals who would choose to continue working if the possibility of early retirement presented itself. However, if you’re fortunate enough to be in the position...
Successfully Diversifying Your Portfolio
The old adage, “Don’t put all of your eggs in one basket” has undoubtedly been a simple yet profound guide for investors for decades. The translation is simple; diversify your portfolio so that if unforeseen circumstances negatively affect one of your stocks, it won’t completely derail your entire…
Q&A: What end-of-year planning should I be doing?
Time is running out this calendar year to take action on important items that need to be addressed before the end of the year. But, there is still time to make some last-minute adjustments before we get to 2018. Here are just a few year-end tips that could help you as...
Who is Overseeing Your Financial Plan?
Managing your financial plan can be overwhelming. After all, it’s ultimately up to you to make sure that your investments, retirement plan, estate plan, insurance policies, and taxes are all on track and working efficiently…
Annuities Can Work for Retirees, but Proceed With Caution
From high fees associated with increasingly complex products to questionable sales practices, annuities have gotten a bad rap over the years for many reasons. But, they’re not all bad. Because certain annuities can offer…
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.