Retirement Planning is Filled With Difficult Decisions
Our team of experts is well-equipped to help you navigate those decisions. Many people approaching retirement worry about outliving their money, healthcare expenses, market volatility, making decisions regarding social security and pensions, taxes, and real estate.
Our goal is to help our clients enjoy a worry-free retirement.
For our clients, that process usually includes:
Comprehensive Financial Plan
Analysis of your income streams, expenses, taxes, investments, health insurance, medicare, inflation, and estate plan to get a current view of your overall situation and a projection of your future.
We assess your sources of stable income (Pensions, Social Security, etc.) We then create a diversified income oriented portfolio utilizing both public and private investments in stocks, real estate, and credit to give you the income necessary to achieve your retirement goals without outliving your money.
It’s a constant challenge to keep up with the ever-changing tax landscape and retain as much as possible of your earnings. We’ll collaborate directly with your CPA to share best practices and make sure you’re utilizing the many tools at your disposal to minimize taxation.