Retirees
Choosing someone to oversee your financial affairs could be one of the most important decisions that you will ever make. If not executed properly it can be one of the most stressful.
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How It Works
How It Works
I sit down with clients face-to-face in a non-threatening environment and help them with the critical decisions that everyone should be aware of as they prepare for life throughout retirement:
How long will I have to work?
How much money will I need throughout retirement?
How much should I be saving?
What Rate of Return do I need on my savings and investments to retire?
This is a great starting point to begin the planning process but surely not the entirety. We take into consideration that retirement is a journey and not a destination so we also look into advanced social security planning, long term care, and estate strategies to avoid probate and to transfer your assets in a tax efficient manner.*