Bringing Your Retirement Picture into Focus

You have looked forward to retirement, but you also realize that you need a plan for it. After a lifetime of saving and investing your money, you have to transform that money into income, and the intricacies of that process leave you concerned about missteps.

We can help you answer questions such as:

  • Have I saved enough money to retire? How can I make my savings last throughout retirement?

  • What decisions should I be making in the final years before retirement?

  • How can I minimize my tax burden?

  • How might a recession affect my investments?

  • How do I prepare for health care costs?

  • When should I take Social Security?

Our fiduciary Registered Investment Advisory firm works with those nearing retirement and in retirement to help make sure they are prepared for the journey. We can help you:

  • Build a cash flow plan that takes into account your income sources and expenses

  • Create a financial action plan to help optimize the years before retirement

  • Incorporate goals like travel, hobbies, and philanthropy into your retirement planning

  • Understand the tax impact of retirement account distributions

  • Make decisions about Social Security timing and Medicare options

Our goal is to help you understand how all areas of your finances can work together to create a retirement that you feel confident about. We will partner with you to build detailed action steps and provide the follow-through to help make sure you stay the course for the retirement lifestyle you envision.