Today, we are living longer, more active lives, so it is essential for your retirement plan works for your entire life.  Helping you enjoy the life you’ve envisioned while mitigating the risks that attack your retirement savings is how we help pre-retirees and retirees plan for and overcome the challenges of their lifestyle change.

We talk about your needs and what you want your money to do for you, assessing the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there as well, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you wish to go.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.  Our founder is an attorney and well versed in living trusts, family limited partnerships and a host of other vehicles that we can help implement for you.

Services include:

  • Retirement income planning
  • Social security optimization
  • Estate and legacy planning
  • Tax planning
  • Distribution strategies
  • Healthcare and long-term care planning