Our Retirement Planning services begin with a comprehensive analysis of your income, accumulated assets, retirement plans, pension, and social security benefits. We approach the question of retirement from two viewpoints:
- What resources are available to provide retirement income to last your lifetime?
- What lifestyle do you want to maintain?
We help clients define their retirement lifestyle and retirement goals. Some common questions and concerns are:
- What do you want to do in retirement?
- How much will it cost?
- Where do you want to live?
- Will your expenses increase or decrease?
If you have questions or concerns about your retirement, and your long term financial future, we can help.