RETIREMENT PLANNING

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.