Retirement Planning

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.