Retirees
You’ve already earned a living
Most of our clients are now retired. It brings us great joy to know that we have assisted them in meeting their financial goals and helped put them in a position to have financial peace of mind during their golden years.
Our Services
Before retirement, we assist clients in building a plan to save and invest enough to meet their retirement needs. Afterward, we help clients manage their outflows and the volatility in their portfolios so they can stay happily retired forever.
Our Expertise
We assist with many retirement topics, including:
How much do I need to retire?
How long will my money last?
How much can I withdraw from my retirement plan each year?
What types of retirement plans do I have?
How much will my lump sum be? Or my pension?
What is a Required Mandatory Distribution (RMD)?
Can I retire before I am 59 ½?
When should I begin taking Social Security?