Planning for Retirement
You manage the bucket list,
we’ll manage the money.
You’ve earned your retirement.
Let’s make sure you’ve got a
plan that keeps it safe.
Our goal is to plan for your retirement needs
so you can retire with confidence.
Work with us. We’ll draw up a roadmap to help plan for your next exciting chapter or two.
Wherever you want to be, we’re going to help to get you there. We’re going to find out where you’re at and we’re going to care about you enough to not leave you there.
Dream big for your next chapter.
Could this be your retirement scenario?
You have options! We will put your assets to work to help maximize your retirement income.
Keep the farm, buy a place in the city, and potentially retire 2 years earlier than expected.
See a game at every MLB stadium.
Experience the South African safari of your dreams.
Take a watercolor class and gift a portrait of the family home to your children.
Buy a second home on the beach and host the whole family every summer.
Help launch a grandchild’s business.
Learn the secrets of the Blue Zones one at a time.
Volunteer at your local food pantry and create a network of donors.
Sail, fish, or sail and fish The Great Lakes.
Learn Italian and retire on the Amalfi Coast.
Cook through Food52 Genius Recipes with a friend.
Research your roots in Puerto Rico and write the definitive family history.
Approaching Retirement
Earlier is better when it comes to planning for retirement. When your retirement is 5 years in the future, you will want to develop a plan so you can launch your retirement feeling prepared and confident. Let us help you…
- Evaluate whether you have saved enough.
- Identify and assess your risks in retirement.
- Determine whether your investment allocation is appropriate for retirement.
- Develop a detailed spending plan for your needs and your dreams.
- Evaluate your options for pension and annuity payouts.
In Retirement
Though retirement offers more options than most people anticipate, some will be better suited to you than others. We can help you navigate this exciting journey by considering all the relevant data — your goals, your savings, your family, etc. — to help you make the best decisions. As your retirement co-planners we will…
- Develop a strategy to fund expenses.
- Recommend ways to improve after-tax retirement income.
- Plan for potential obstacles such as healthcare and long-term care.
- Plan for market volatility.
- Evaluate social security strategies.
- Analyze Roth Conversion opportunities and other tax strategies.
- Monitor and update the plan.
