Retirement Planning
Retirement planning is geared toward those three to five years from retirement. We will talk through:
- What are you looking for in retirement?
- Anticipated retirement date?
- Company retirement benefits?
- Plans after retirement: A part-time job or travel or both?
- Legacy hopes for family and friends?
Once I understand your retirement dreams, we will put a plan in place to help you work toward reaching your goals. Let's talk about ways to minimize the financial stress that often accompanies retirement so that you can enjoy the days you've worked so hard to get to.
Retirement Income Strategies
For folks who are within a year or less from retiring or have recently retired, one of their concerns is whether their money will last through their retirement. Your company benefits and Social Security election strategy can make a difference in the total amount you receive over the life of your retirement. We will review your overall income stream picture and build this portion of your financial plan.
Life Events/Transitions
The Greek philosopher Heraclitus once said, "Change is the only constant in life." As you look at your financial plan, those words ring true. Transitions that have a more significant financial impact often cause us to pause and take a moment to review your plan. Whether you experience the loss of a spouse or parent, received an inheritance, or are going through a divorce, these are the times it is crucial to review your financial plan. We'll talk through your new circumstances and intertwine them with your established plan.
Investment & Insurance Products
Mutual Funds
Exchange Traded Funds
Stocks
Bonds
Alternative investments
REITS
CDs
Life Insurance
Annuities
Life Insurance
Long-term Care Insurance
Disability Insurance
Accounts I Service
Individual
Joint
Trust
Traditional IRA
Roth IRA
SEP IRA
Beneficiary IRA
401(k)
403)b)
457(b)