Broker Check

Investors Approaching Retirement

“Are we going to be ok...for a lifetime?”

People who are preparing for retirement are making the major transition from being lifelong earners and savers to lifelong spenders.  This exciting transformation encompasses more than just how time is spent- it’s an entirely different mental approach to nearly every life activity. Our goal is to prepare each client through comprehensive planning to meet retirement with the confidence that all of the pieces are in place for a seamless transition.

We support our retirees by providing the following services:

  • Comprehensive Retirement Financial Plan
  • Analysis of company retirement plans, including 401(k), stock options, pensions, deferred compensation, and net unrealized appreciation opportunities
  • Philanthropic strategy for your estate
  • Private investment services
  • Highly specialized retirement income strategies
  • Insurance consulting including life, disability, and long-term care
  • Referrals to other strategic professionals, including attorneys and CPAs

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