Retirement Planning

Our retirement planning service begins with the Client’s input related to assets, liabilities, income, expenses, retirement objectives and projected time to retirement. We then develop projections to assess the likelihood of achieving the Client’s post-retirement financial goals. For situations where projections show less than the desired results, we may make recommendations, including those that may impact the original projections by adjusting certain variables (e.g., working longer, saving more, spending less, taking more risk with investments).

If you are near retirement or already retired, advice may be given on appropriate distribution strategies to minimize the likelihood of running out of money or having to adversely alter spending during your retirement years.