MTP - RETIREMENT PLANNING

^{Planning for retirement can be challenging.  Regardless of whether retirement is right around the corner or decades away, our team helps develop a road map toward the type of life you want to live during retirement, without sacrificing your more immediate financial goals.}

^{Our Retirement Standard of Care checklist is built to guide you on your journey to and through retirement and covers the following aspects:}

• ^{Lifestyle: What do you want out of retirement?}

• ^{Investments: Re-assess your risk tolerance and reallocate assets accordingly.}

• ^{Income Needs: Develop a tax efficient income stream to supplement your retirement income needs.}

• ^{Health Care: Review Medicare options & Consider Long-Term Care.}

• ^{Protection: Execution Intentions, wills, trust, POA, designate beneficiaries.}

• ^{Family & Charity: Determine gifting goals & helping family members.}