Nearing Retirement / Retirees

When you’ve never done it before, it’s hard to figure out when to retire and how to make your money last. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, social security, personal savings, and investments are all expected to play a role. Ultimately, it’s all about having the income you need to support the lifestyle you want and with the confidence that your money will last your entire lifetime — no matter how long you live.

For our clients, retirement planning doesn’t start at retirement. It starts much before. Our Retirement Planning service takes a long-term view of your financial well-being.  We help our clients determine how much they can safely withdraw from their retirement portfolio upon retirement, when to take social security, what to do with their pension / 401(k), and how to allocate their assets to meet goals.

Our help doesn’t end once you reach retirement. Our Retirement Planning service ensures that we maintain a long and enduring relationship with you. We will continue to monitor and review your retirement plans and consult with you frequently about any changes or updates needed to address your evolving retirement needs.