Retirees

Congratulations! You've retired

You’ve worked hard to get to this point. With our guidance, you’ll stay on top of the issues that affect your finances and your life.

Navigating the journey with confidence

We take great pride and satisfaction in helping people like you navigate life’s journey with sound, objective advice. We’re here to help you make the right financial decisions at the right times.

Meet Our Team

FREE

4-part series answering key questions about building your plan, positioning your investments, and more.

A roadmap to success

Managing your retirement requires a deeper look at all the areas of your life to make interconnected financial decisions. We’ll guide you toward building your integrated strategy, in manageable, “bite-sized” steps.

YOUR INTEGRATED WEALTH PLAN
YOUR INTEGRATED WEALTH PLAN
YOUR GOALS AND WHAT IS IMPORTANT TO YOU
  • Explore and clarify goals and objectives
  • Clear statement of priorities and what's important
ASSET AND LIABILITY PLANNING
  • Summary balance sheet
  • Asset and debt plannig
RETIREMENT INCOME AND CASH FLOW PLANNING
  • Cash flow statement and projections
  • Income planning
  • Withdrawal strategies
BENEFITS, SOCIAL SECURITY AND MEDICARE PLANNING
  • Pensions, executive benefits planning
  • Employee benefit planning
  • Social Security optimization
  • Specialized Medicare planning
INVESTMENT PORTFOLIO DESIGN AND MANAGEMENT
  • Investment portfolio design
  • Return and volatility optimization
  • Inflation and longevity planning
  • Low cost investment strategy
LEGACY AND GENERATIONAL PLANNING
  • Charitable and family giving strategies
  • Legacy planning
RISK PROTECTION PLANNING
  • Asset protection
  • Insurance planning: life, health, long term health, property/casualty
LONGEVITY AND ESTATE PLANNING
  • Estate strategy and document summary
  • Account titling and beneficiaries summary
INCOME TAX PLANNING
  • Tax return review
  • Tax bracket planning
  • Tax reduction planning

Proactive ongoing guidance

Once we’ve worked together to develop a sound financial strategy, we’ll help you put your plans into place. Together we’ll maintain and adjust your planning so you can relax and enjoy the ride.

When life takes a turn

Even with the best planning in place, unexpected events sometimes occur; they often come with emotions that could cloud judgment. Our goal is to help guide you through tumultuous times by providing financial advice and support throughout situations such as:

  • The loss of a spouse
  • Serious illness or continuing care needs
  • The birth of a grandchild
  • Legacy, philanthropic, and inter-generational planning

With a financial advisor who knows you — really knows you — you will be empowered with the confidence in your choices and the peace of mind that comes from knowing you’re prepared for whatever life brings your way.

It all starts with a FREE, simple conversation! Schedule an INTRODUCTION
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