Pre-Retirees
What does Retirement Look Like to You?
Your view of retirement may not look like the commercials. You may want to work part-time during retirement, visit the kids who live far away, volunteer with local charities, or enjoy your favorite hobbies. We take the time to understand your desires and craft a strategy that works for you.
Retirement Planning
To plan for the retirement lifestyle you desire, you need to partner with a financial professional who deeply understands you and your goals. We invest the time to get to know your hopes, dreams, and aspirations so we can build a plan that is right for you.
Your Time
Retirement is your time to pursue your goals. We want to help you, no matter where your dreams may take you.
Your Security
We seek to help you pursue your financial independence with confidence and conviction, so you can enjoy your retirement years.
Your vision for your retirement plans may be different from others. That’s why your retirement strategies should be personalized to your needs and goals.
Estate Planning
Having an estate plan to control the distribution of your assets benefits everyone—you, your family, and the causes you care about—and can help mitigate potential pitfalls in the future. Our experienced team has the knowledge and resources to assist your attorney and CPA with a personalized plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most.
Financial Planning
Financial independence is about more than just retirement; it’s about confidence.
We work closely with you to offer comprehensive and personalized planning based on your individualized goals. You will appreciate the importance we place on focusing on more than retirement, and rather on your overall pursuit of financial independence.
Tax Planning
Every financial move that you make will have an impact on your overall tax burden. We work closely with you and your other professional advisors to help you minimize tax liability. Although decisions are rarely made solely because of the tax impact, you should have a working knowledge of the income tax issues and costs involved.