Retirement Planning

retirement planningToday, the financial world is complex and full of choices and uncertainties. Especially when you are preparing to retire, you need a trusted advisor with experience.

The specialty of our practice is preparing our clients for the many decisions that face them at retirement. If you are considering a relationship with our firm, these are some of the services you can expect:

  • Designing appropriate investment strategies for all your assets.
  • Creating retirement income that lasts your lifetime.
  • Coordinating tax-free transfers from your employer plans (401k’s) to your personal IRA.
  • Assisting clients with income tax planning.
  • Selecting the right pension options.
  • Sorting through the myriad of Medicare choices.
  • Transferring your estate efficiently to your heirs.
  • Protecting your assets from potential long term care expenses.
  • Working closely with your surviving spouse or beneficiaries to help them make the right decisions in times of transition.
  • Joining your team of professional advisors, including legal and accounting, to provide you the most comprehensive advice. 

Contact Us to Learn More