“Can I afford to retire?”

Will I have enough money to maintain my current lifestyle? Where can I afford to live? Where do I want to live? How will I spend my time in retirement?  Do I have enough for my future healthcare needs?

There are some of the challenging questions you face before retirement.  Our financial relationship is based on the whole picture of your life.  We believe planning for a successful retirement is a proactive and ongoing process requiring financial expertise, honesty and empathy, and education providing you financial confidence now and into the future.

We do the thinking and work for you by offering proactive solutions for your retirement planning needs.

Choosing the right financial professional is not a simple one. We are here to help you:

• Determine an optimal approach to save for retirement without sacrificing your current lifestyle.
• Identify specific steps that can help you reach your retirement goals.
• Choose investment vehicles designed to put your savings to work for you.
• Identify your future health care costs as well as your income needs and assess your ability to withstand down markets.
• Develop optimal income distribution strategies considering tax implications, lifespan probabilities and legacy objectives.