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Retirement & Estate Planning

Guiding individuals and families to financial independence

Retirement Planning

Retirement Planning

The day you go to work, not because you have to, but because you WANT to

We want to help you achieve confidence when preparing for and living in retirement. At some point, your focus turns from saving money to figuring out how to spend it. In other words, you move from creating wealth to utilizing what you've saved.

Some questions you should consider:

  • What are my income sources in retirement?
  • How should my retirement savings be invested and allocated?
  • How much of my income is guaranteed?
  • What can jeopardize my retirement spending plan?
  • What about health insurance, Medicare, and long-term care needs?
  • When should I take my Social Security?
  • How much of my retirement income is taxable?

We help you plan for the unexpected.

  • Property and liability loss
  • Death of a partner or spouse
  • Disability or long-term care needs
  • Investment portfolio diversification
Estate Planning

Estate Planning

Ultimately, once you are comfortable with the plan, we will help you tie together this stage of your life with the next. We work with you and your team of advisors to help you piece together one comprehensive plan. We help quarterback the creation of your estate planning documents so your wealth transfers the way you want it to.

  • Last Will and Testament
  • Trusts
  • Power of Attorney
  • Living Will
  • Healthcare Proxy
  • Planning for families with special needs

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.