the Retiree

the Retiree


Retirement is a big transition for everyone- we can help make your retirement less stressful and more like the one you have always dreamed of. We start with identifying what's important to you through a robust discussion around your values, lifestyle, and goals. Then we analyze your current financial situation and develop a plan to get you more likely to achieve your goals. We review your estate plan to make sure your plans will be carried out to your specifications.  A few ways we help Retirees are:

-Gap analysis of current investments

-Insurance Analysis

-Legacy planning

-Social Security strategies

-Distribution projections