When you work with us, we don’t just analyze your finances – we evaluate your financial picture to provide you and your family with a holistic view of the opportunities and challenges you can expect in retirement.
As your financial partner, we keep your best interest in mind. We’ll make sure you know the rhyme and reason behind our recommendations, so you understand the purpose and benefits every step of the way.
Our retirement planning services include:
Retirement Income Planning
We’ll discuss, year by year, how much money you’ll need to spend, as well as where that money will need to come from. Your plan will be tailored to help you meet your goals while working to reduce taxes as well as preserve and grow your assets.
Tax Planning
Everything — including your income, expenses and investments — affects the amount of taxes you owe. To help you make the most tax-efficient decisions moving forward, we’ll work with your CPA and other tax professionals to help make sure your retirement plan minimize taxes, maximizes deductions and provides room for you to grow.
Investment Management
Investing in retirement comes with different risks and requires a different approach. We’ll take the time to explain how the strategies we recommend can help to reduce your taxes, preserve your wealth and provide for your retirement income.
Healthcare Planning
Healthcare is an extremely important concern for retirees — and for good reason. We’ll work with you to plan for these expenses before and after your retirement, as well as walk you through your pre-Medicare, Medicare, and long-term care options.
Estate Planning
What happens if you or your spouse become incapacitated? How do you insure your spouse is taken care of and that your wishes are carried out once you’re gone? Working with your attorney, we help you prepare today to leave the legacy you want in the future.