Specialization: Pre-Retirees

Congratulations!  After decades of hard work, disciplined saving and sacrificing your time, you’ve made the decision to retire.  While it is exciting, it can also be approached with uncertainty, fear and reluctance.  Let’s face it, it’s a big decision, and giving up a steady pay check and time commitment that you’ve grown accustomed to is not to be taken lightly. 

Our process ensures that retirees can spend their time focusing on the most important life goals, and not allow money be a worry.  If you wish to work part-time in a craft you love, or rather spend half the year in another state to watch your grandchildren excel in athletics – we will build a custom retirement income plan to allow your assets to support the lifestyle you deserve.  While at the same time providing for any future legacy you should desire.  I look forward to hearing about your success and how you arrived to where you are. 

Our goal is to review and discuss the seven risks of retirement, and ensure you’re well prepared for the next chapter in a life of independence and dignity you deserve.

Areas of Advice:

  • Fee Based Planning
  • Income Planning
  • Medicare and Social Security strategies
  • Estate and Legacy planning
  • Investment Analysis & Management
  • Risk Management Planning