Retirees

You’ve reached your long-awaited retirement, yet there are still many issues of concern:

"How much can I spend?... Should I still be concerned about the fluctuation in the markets? ... What return on my investments do I need? ...When should I start receiving Social Security? ...What should I do with my 401k? ...Is my long-term care insurance still viable? ...How does all this affect what I leave my heirs?"

We realize how these issues are interrelated and will collaborate with you to develop a solution that integrates the following:

Investment Management...so you can sleep at night

Financial Planning...so you know where you are going

Risk Analysis and Management Strategies...so you are protected

Life Time Income Planning...so you know where your paycheck is coming from

Estate Planning...so you feel confident your plans will endure

Social Security Planning...so you can maximize total income

IRA Required Minimum Distribution...so you withdraw the minimum necessary

Pension Distribution Planning...so you receive the benefit that's right for you