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Retirees and Pre-Retirees

Working with individuals and families preparing for and managing assets in retirement, we offer a wide array of services. Our work allows you to enjoy your assets, reduce your financial risks, and have more options to better adapt to the ever-changing world. Some retirement planning questions we may be able to help you with include:

  • How do I plan for longevity?
  • What is the cost of medical care in retirement? What would I do if I had a medical emergency?
  • What kind of credit will I need in retirement?
  • How much do I need for retirement?
  • How will I make my assets last through retirement?
  • What will my income be in retirement?
  • How do I maximize my Social Security benefits?
  • When should I begin taking Social Security?

Income Planning

We can help you address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to ensure those assets last.

Social Security

As you approach retirement, you will likely have a number of questions regarding Social Security. We understand the complexities of Social Security and have the resources to address your questions.

Estate Planning

Many individuals, couples, and families don’t just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs. However, the financial side of estate planning is often overlooked and can have a significant impact on your family. We can assist you in articulating estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.

Tax planningTax Planning

Taxes come in many different forms: income tax, estate tax, gift tax, and generation skipping transfer tax. In retirement, you will often experience very complex tax questions as you live off your assets instead of earned income. We specialize in tax efficient strategies that enable you to achieve your goal earlier or set your sights higher.


As you age, your need for insurance may increase. Products like life insurance, long-term care insurance, and annuities are ways you can protect your family and assets.

The Result
As a result of our work together, you could improve your standard of living in retirement and make it more enjoyable. As an additional potential benefit, there could be more left for the ones you love.

We encourage you to reach out today if you or someone you know needs assistance with their retirement plan. Contact us

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.