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.
Our Retiree Services
Investment Management...so your money can provide for your goals
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