Retirement is the most common reason people go to see a financial planner, and it is a good one! Retiring, and just as importantly, staying retired, are not easy tasks. If it were, 35% of our country’s retirees would not be relying solely on social security for income. We work with our clients to organize their current finances and prioritize suggested changes. We work to define what the income goal is and how best to save towards this goal. We will work with you to set a savings and investment strategy that can get you moving towards your goal. We can use your current accounts and professionals (CPA’s, Attorney’s, Insurance and/or Investment professionals) to work as a team to make sure all your details are covered.
Our processes are built to make moving forward, or acting on any advice given, as easy as possible. We will guide you via a screen share or other means to increase your 401k contributions, or write the letters to your professionals specifying the changes we’d like you to consider. This allows the team approach to synergistically build, sustain and protect your wealth and income.