Customized Advice So You Can Master Your Retirement
Leading up to retirement, we help our clients get clarity on
Changing Income
Retirement means my income will change. How can I maintain my income level and spending? How much do I need and from where should it come?
Retirement Timing
I want to make a work change or retire soon. Is my ideal retirement timeline achievable? What can I do now to retire when I want and with financial strength?
Taxes
I want to keep as much of my money as I can. How can I strategically pay less tax? What can I do now and over time to keep my wealth for me and my family?
Health Coverage
I’ll be changing my health coverage at retirement. What are my Medicare options? What if I don’t qualify for Medicare yet? How can I keep my premiums down?
Investing Strategy
I need to be more intentional with my investments. How much return and risk do I need? How can I maximize returns and pay less tax on my investment accounts?
Wealth Building
I want to have as much money saved at retirement as possible. How can I take advantage of my remaining earning years? What can I do to maximize my savings and wealth before retiring?
Family
My family is so important. How can I share my financial success with them? What can I do for them now and how can I maximize what I leave to them down the road?
What Can Go Wrong
No matter how much I plan, so much is out of my control. How can I minimize the risks to my investments, income and health so I can enjoy a stress-free retirement?
Optimizing
I want to make the best decisions between now and retirement. How can I optimize my savings, wealth building, taxes and investments to put myself in the best position?