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Retirement Focused Families

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and solutions that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.

Our Focus

Retirement Income Planning | Social Security Optimization | Distribution Strategies

They are hopeful their extended family will continue to expand with more grandkids and wish to be prepared for this next chapter in their lives. Tom has goals of traveling, starting a part-time consulting business, and playing golf. Judy enjoys social gatherings with friends, spending time with her grandchildren and volunteering at their church.

Financially, they have been successful at earning and saving enough wealth to last them past their working years. They are confident they can retire, but are concerned about some of the major fears of retirement such as market fluctuations, health care costs, and social security. Jay could help them understand how their portfolio should work for them, and identify the risks associated with their current strategies. Under Jay’s direction they can make adjustments to their strategies and Jay can utilize his 19 years of industry expertise to understand and prepare for their future more properly. Jay can provide them with clarity on Long Term Care and Medicare strategies. Through our innovative Goal Planning tool, Jay can give Tom and Judy a clear look at their retirement picture and a snapshot of what the most appropriate strategy is for Social Security.

Tom and Judy can visit the office frequently and adjust their plan to their changing lifestyle. Working with us can help provide them with confidence, understanding and preparation as they start their early retirement years and move into this well-deserved chapter of their lives.

The hypothetical example presented above are for illustration purposes only and do not represent any actual investor experience. Actual client results will vary.

CASE STUDY

Tom and Judy are a married couple who have reached early retirement. They have three children post college age and are new grandparents.

completing financial calculations

They are hopeful their extended family will continue to expand with more grandkids and wish to be prepared for this next chapter in their lives. Tom has goals of traveling, starting a part-time consulting business, and playing golf. Judy enjoys social gatherings with friends, spending time with her grandchildren and volunteering at their church.

Financially, they have been successful at earning and saving enough wealth to last them past their working years. They are confident they can retire, but are concerned about some of the major fears of retirement such as market fluctuations, health care costs, and social security. Jay could help them understand how their portfolio should work for them, and identify the risks associated with their current strategies. Under Jay’s direction they can make adjustments to their strategies and Jay can utilize his 19 years of industry expertise to understand and prepare for their future more properly. Jay can provide them with clarity on Long Term Care and Medicare strategies. Through our innovative Goal Planning tool, Jay can give Tom and Judy a clear look at their retirement picture and a snapshot of what the most appropriate strategy is for Social Security.

Tom and Judy can visit the office frequently and adjust their plan to their changing lifestyle. Working with us can help provide them with confidence, understanding and preparation as they start their early retirement years and move into this well-deserved chapter of their lives.

The hypothetical example presented above are for illustration purposes only and do not represent any actual investor experience. Actual client results will vary.