Navigating Retirement

Whether you are ready to retire or simply in the planning stages, our goal is to make sure you can enjoy this significant stage of your life to the fullest.

Your need for financial planning doesn’t go away when you retire - it actually becomes even more critical.

Financial Planning as Retirement Approaches

Beautiful mature happy smiling woman relaxing while sitting in an armchair in the autumn garden of her country house

A New Paradigm

People are living longer today than ever before and have distinctly different goals for retirement years than in past generations.

There is a very real possibility of living for 30 years or more without the steady paychecks of your working years, and we are here to help make sure you are taken care of for the longterm.

Financial Planning ... and a Lot More

As you approach your retirement years, there are several important matters to plan for. While many financial firms focus purely on financial elements, we know that the transition to retirement can be both exciting and nerve-wracking across the board.

Having your financial plans properly in order will go a long way toward easing concerns you may have in many areas.

We always aim to provide extra value by helping you to think through your transition itself. Whether it's considering the implications of continuing to work, figuring out how to meet your social and emotional needs, or thinking through your healthcare, wellness, and long-term quality of life, we are here to help.

A senior African-American couple sitting side by side on their porch or balcony, relaxing, and holding hands, conversing and laughing together.

From identifying and planning for new hobbies and interests to meeting your needs for financial security and personal relevance, our team is here to provide resources and support you.

Personalized Plan

On the financial side, we will create a personalized plan for you, designed to not only preserve the assets you've already accumulated, but also to help mitigate the effects of market risk, taxes, and inflation on your investments.

Withdrawal Strategy

We can model tax-efficient ways to draw income from your taxable and tax-deferred investments, create a withdrawal strategy tailored to you, and carefully balance your need for monthly income with your desire to make your money last for your entire lifetime.

Social Security & More

We’ll also review important matters related to your retirement event itself: determining what to do with your 401(k), pension, and other employment benefits; the most beneficial timing for you to take Social Security benefits; and navigating your way through the vast web of healthcare options available.

Enjoy This Stage of Life to the Fullest

Start the conversation about financial planning for retirement today.

Blogs & Podcasts on Retirement

Retirement Planning

Look Beyond Your Financials Retirement is supposed to be fun, right? It’s the prize for your hard work and dedication …

Read More

Navigating Medicare

Medicare Medicare – a most common topic of discussion among those age 65 and older. Why? Medicare can be complicated.  …

Read More

How We Save Your Tax Dollars

Tax Efficiency 101 – How We Save Your Tax Dollars One of the things that we pride ourselves on is …

Read More

Financial Planning for Business Owners

As many of you know, I have been a business owner for more than 30 years. Working with fellow business …

Read More

Roth vs. Traditional Contributions

Roth vs. Traditional Contributions For those actively working, there are many benefits and other financial decisions to make each year. …

Read More

Financial Planning for Retirees

Successful financial panning for retirees is often looked at as the goal of financial planning. However, the planning process does …

Read More