For Aspiring Retirees

Retirement can be an enormous transition.  Preparing thoroughly for retirement can make the transition smoother. We understand the questions and concerns people have as they plan for and anticipate this special time of life. Having a road map with a detailed financial strategy is crucial to a comfortable retirement.

We have a process to help you prepare.  We will help you formulate appropriate answers to questions like these:

• How much money will I need to retire?
• Am I on track to retire when I want?
• What would it take to retire early?
• With rates so low, where will I get the income I need?
• Do I understand the rules pertaining to all the different types of accounts I own?
• Could I afford to take a lower paying but more fulfilling job today and still retire when I want to?
• What if I am forced out of the workforce early?
• Will I live in this house the rest of my life?
• What if the tax code changes adversely?
• How will I spend my time after I retire?
• Will I be able to pay my medical expenses?
• Should I be more or less conservative with my investments?
• Am I maximizing my savings opportunities?
• What if one of my children or parents needs help?
• How do I account for a possible inheritance?
• How much can I afford to give to charity?

We believe retirement planning isn’t a one-time event, but a continual process of preparation both financially and emotionally. We can help you retire and stay retired if you choose.  Financial success doesn’t come from chance, luck or coincidence – but from developing and implementing a disciplined plan.