We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored retirement plan uniquely suited to you!
Close to Retirement
We focus on working with people who are already retired or close to it (within 2 years). We understand that the choices pre-retirees face in the last years of their career, can be vital to the success of their retirement. Retiring too early and failing to fully optimize Social Security and Medicare, are some of the biggest mistakes DIY retirees make.
We start by identifying your short- and long-term goals. When do you want to retire? Where do you want to live? How will you spend your days? Will you travel extensively? Do you plan to fund your grandchildren’s educations? Then, we estimate income and expenses for the life you’re envisioning, carefully considering risk factors that could leave you unprepared.
If you need to play catchup, we examine the best way to do so by making larger contributions to your retirement accounts, or possibly cutting back in other areas. We also discuss your Social Security and Medicare options with you, so you’ll be adequately covered when you’re eligible.
We want our clients to feel empowered in retirement. With a trusted advisor by your side you can feel confident about your financial future.
We analyze your current situation to help you remain on track to pursue all you’ve envisioned in retirement. We take a holistic approach to retirement planning, focusing on cash-flow, as well as expenses and taxes, while helping you mitigate risks. We will help you make the most of your assets and income streams by creating a steady and sustainable income strategy, to effectively recreate the predictable cash flow of a steady paycheck.
It’s likely that your needs and wants will change during your retirement. We will reevaluate your plan annually, so you can maintain a clear picture of the lifestyle you desire. We will work with you to reassess your short- and long-term goals, as well as your risk tolerance in retirement. In addition, we make sure you have the proper up-to-date documentation to help ensure your legacy is protected and wishes are respected.