We’ll help you plan for retirement.
Even if you’re already in it.
“Will I have enough for retirement?” That’s the million dollar question, no matter how old you are. We’ll help you evaluate your situation and formulate a strategy. Then we’ll work with you to set financial goals, develop a savings plan, manage asset withdrawals and facilitate legacy planning. Whether retirement is a long-term goal, almost upon you, or already here, we’ll create a specific, personalized roadmap to get you to—and through—your golden years. So your retirement is as rich as possible. Learn more from our brochure, Retirement Takes Work.
Client story: Retirement Spending
A couple nearing retirement needed a spending strategy that would allow them to maintain their lifestyle, help their children and grandchildren, and make charitable donations—without fear of outliving their assets.
We examined their entire financial picture: retirement plans, taxable investments and pensions. Using a sophisticated computer model, combined with informed judgement, we developed a sensible spending plan. Then we optimized their portfolios to generate income, sustain growth and maintain purchasing power. We worked with their CPA to identify the optimal order to tap their assets. And teamed up with their estate attorney to make sure that all titles and beneficiaries were up to date. Finally, we helped them establish charitable giving and 529 plans for their grandchildren. We review their situation periodically with the goal of ensuring that their assets last through their lifetimes, and into their heirs’.