RETIREMENT

PLANNING

PROTECTING YOUR INCOME FOR LIFE 

PROTECTING YOUR RETIREMENT FUTURE

YOUR
SAVINGS
YOUR
EXPENSES
YOUR
INVESTMENTS
YOUR
INCOME
YOUR
PRIORITIES
CREATING A RETIREMENT PLAN FOR FINANCIAL SECURITY

PREPARING FOR RETIREMENT

 

When assisting your retirement preparation, we take in take into account your need for the following:

  • Your New Retirement Budget

  • A Retirement Income Plan

  • An Investment Plan, to avoid Running out of Money

  • Social Security Planning and Election

  • The Conversion of your Company Benefit Plans; Pension, 401(k), Company Stock Plans, Health & Dental Coverage, Life Insurance

  • Medicare/Medicare Supplement Planning

  • Long Term Health Care Costs

 

PRIORITIES IN RETIREMENT, YOUR STRATEGY MUST KEEP PACE

 

Our clients benefit from a fluid investment strategy that changes as their goals in retirement change. To support this process throughout retirement, we believe in building a plan and investing according to your changing needs.

Sometimes these changes are voluntary like assisting a grandchild to college, and other times it is involuntary things like escalating healthcare cost that can challenge a steady retirement income. Our goal is to stay ahead of any of these changes and opportunities as they arrive. 

  • Relocating or Downsizing your Home

  • Caring for Aging Parents

  • Travel and Leisure

  • Charitable Giving

  • Selling or Starting a Business