Pre-retirees

 

Very soon you will be living off the savings or pension you worked hard to amass during your working years, and you need to know whether you have enough money to last the rest of your life.

We provide comprehensive financial planning and investment management that helps make sure you are on track for a successful retirement. We learn your needs, goals, and dreams for retirement, then build a personalized plan to help you attain them. And we draw on smart tax strategies so you can keep more of your money to enjoy your life in retirement.

We will partner with you to:

  • Determine your income needs to support your desired lifestyle
  • Rebalance your portfolio as needed to support the next phase of your life
  • Decide when to apply for Social Security
  • Select the Medicaid options that meet your health care needs
  • Create an estate plan that minimizes taxes and leaves the legacy to family and charity that you envision

By addressing everything from Social Security to your bucket list, we help you retire with confidence that your money will support the retirement that you have been looking forward to.