Retirement Planning
Today, the financial world is complex and full of choices and uncertainties. Especially when you are preparing to retire, you need a trusted advisor with experience.
The specialty of our practice is preparing our clients for the many decisions that face them at retirement. If you are considering a relationship with our firm, these are some of the services you can expect:
- Designing appropriate investment strategies for all your assets.
- Creating retirement income that lasts your lifetime.
- Coordinating tax-free transfers from your employer plans (401k’s) to your personal IRA.
- Assisting clients with income tax planning.
- Selecting the right pension options.
- Sorting through the myriad of Medicare choices.
- Transferring your estate efficiently to your heirs.
- Protecting your assets from potential long term care expenses.
- Working closely with your surviving spouse or beneficiaries to help them make the right decisions in times of transition.
- Joining your team of professional advisors, including legal and accounting, to provide you the most comprehensive advice.