Retirement & Estate 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
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
