Because you spent the first part of your life accumulating wealth, it takes a real shift in perspective to start drawing on that wealth in retirement. How do you maximize what you have built so that you can enjoy the lifestyle you want for the rest of your life?
Whether you are close to retiring or are retired, our fee-only Registered Investment Advisory firm will work one-on-one with you so you can feel confident about this new chapter of your life. We will design a financial blueprint outlining the financial, tax, and investment strategies to help you attain your vision for retirement.
When you partner with us, we can help:
Determine your income and expenses in retirement
Maximize your Social Security benefits
Select an asset allocation strategy to meet your risk and return needs
Choose tax-efficient strategies to help you keep more of your money
Address needs for health care and long-term care
Create an estate plan to reduce taxes and enhance your legacy
Develop ongoing charitable giving strategies