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