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Retirement Planning

Retirement is an exciting milestone in life and requires extensive planning and preparation. We serve individuals throughout all stages of retirement, from those just starting their careers to families planning their legacy. Our retirement planning services include:

Income Planning

Income planning is a critical element of a solid retirement strategy. A primary financial goal is to have a consistent and reliable stream of income that will last through retirement. We can help clients address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to work towards providing that monthly income.

401(k) Options

A company-sponsored 401(k) is one of the most common retirement plans, but when was the last time you managed your investments in this account? Our professionals can help you decide how much to contribute to this retirement account while you're working, as well as help you decide on the appropriate options available when you switch employers or prepare for retirement.

Social Security

As clients approach retirement, many have a number of questions regarding Social Security. How much will my income benefit be? How do I maximize my benefits? When should I begin taking Social Security? We understand the complexities of Social Security and can address our clients’ questions.

Estate Planning

Many individuals, couples, and families don’t just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs. However, the financial side of estate planning is often overlooked and can have a significant impact on one's family. We can assist clients in articulating their estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.

Long-Term Care Insurance

Typically not covered by health insurance, long-term care is costly and can significantly deplete assets. Long-term care insurance can help pay for a care plan and we can help you determine opportunities for protecting your assets and retirement income.

We are committed to helping you pursue your financial goals of accumulating and preserving your wealth. Your financial security will always be our number one priority.