Ready to Plan?

Retiring, going entrepreneur, or working on your own terms how and where you want.  We'll help you get there.

Retirement Planning is Critical.  Working on your schedule, a Hybrid (part-time) Retirement, or if Retirement Starts Today, whatever your choice, the Planning should already be underway.  What does "Life after work" look like to you? 

Will I have enough?  We all ask ourselves.  Are you saving enough?  Are you invested in the right assets?  How do you not run out of money in retirement?  Are we investing in the right places?  How much will we need in retirement?  What are your Pension options?  Do you have an employer 401k or similar account you need to roll over?  Will Government and Employer pension plans cover us through retirement?  

What We Can Do For You  

• Review, organize and then stay on track
• An in-depth financial inventory of all your nest eggs
• Review your personal wants, needs, and wishes
• Determine any proper allocations or changes
• Make a plan to discover how much you'll need to fund your retirement lifestyle and what your investments will generate
• Implement the plan: As you move closer to retirement, we'll work closely with you to ensure the plans are implemented in a predictable, seamless, and stress-free transition
• Social Security Analysis.  At what age should you receive government benefits?  How a wrong decision may cost you hundreds of thousands of dollars 
• Medicare and Healthcare Supplements.  Our team will make sure you have the coverages you want and need
• Charitable Giving and Legacy Planning.  Do you have a Will or Trust?  If not, we need to facilitate or review crucial documents
• Ongoing reviews.  We'll continue to monitor your retirement plans and consult with you about any changes or updates needed to address your evolving retirement lifestyle needs