Retirement Planning

Retirement is one of the most important milestones in life and requires diligent planning and preparation. Whether you’re five years or 15 years outside of retirement, we create a financial plan tailored to you. 

When planning for your retirement, we can answer questions such as:

• Will I outlive my money?
• Where do I get income in retirement?
• Can I afford to retire?
• When can I retire?
• My spouse passed away. What should I be doing to manage my finances?
• How can I leave a lasting legacy for my family?
• Can I afford to give back to the charity I love?
• How much do I have to save to be able to afford my lifestyle in retirement?
• What insurance needs do I have?
• How can I minimize taxes?

These are just a few of the retirement planning questions we can help you address. Come on in or give us a call with your own questions and we’d be happy to help.