To some, retirement planning only goes so far as opening and contributing to a retirement investment account. However, we believe it involves so much more. Retirement planning is at the core of your financial planning because most people aspire for an eventual work optional lifestyle, where you can work because you want to, not because you have to.
In short, retirement planning goes well beyond simply planning for investments, but planning for life. Our commitment is to help you work toward clearing up the fog that envelops areas of your financial life so you can plan with confidence for what lies ahead.
"As in all successful ventures the foundation of a good retirement is planning."Earl Nightingale
How can we help...
Social Security Decisions
Removing the guesswork in claiming decisions
Managing IRA's/401 k's
This doesn't stop when you retire; it takes on new meaning
Understanding your options when you retire or change jobs
Cash Flow Analysis
Planning for and drawing from resources tax-efficiently
Helping clients automate this necessary withdrawal
Beneficiary options/strategy for spouse, children, charity
Medicare & Healthcare
Understanding Medicare & healthcare costs in relation to retirement
Mortgage or no mortgage in retirement?
"A successful financial life doesn't happen by chance, it happens by choice."