Retirement Planning

We often tell people that “it is never too early to begin planning for retirement, whether you are in your twenties, forties, or sixties.”  A key part of our business is helping individuals plan for retirement in specific and measurable ways.

We will help you determine the costs of retirement, how much money you will need to save, what retirement options are best for you, and how to manage your company’s (or your own) retirement plan.  We can help you decide if you want to retire early, or if you want to work during retirement.

The planning doesn’t end once you retire.  At each annual “check-up” we will review your cash flow and investment performance to make sure you don’t outlive your assets!  We can also make recommendations regarding the current real estate market, issues regarding adult children, and whether or not long-term care insurance is right for you.

You are welcome to call us with your questions or come in for a meeting as often as needed.  These services are included in your annual financial planning fee.