Retired or Soon to Be

You’ve gone through many financial transitions in your life – perhaps new jobs, moving to a new town, raising a family, caring for aging parents, and now it’s time for YOU!  Retirement could be the biggest financial transition of your life.  Are you prepared?

What does retirement mean to you?  Successful retirees retire to something.  What is that something for you?  You’ve worked hard, saved and invested, but is it enough to sustain a desired lifestyle for the rest of your life?  You think so, but you’d like to be sure.  Having someone help you navigate though the many financial strategies (and landmines) of retirement is a key toward your ultimate success.

Chances are you may have questions about:

  • When should I apply for my social security benefits?
  • What should I do with my 401(k)?
  • Where will my income come from once my paycheck stops? Social Security just isn’t enough.
  • What about taxes?
  • What if I need long-term care?

How should my estate plan look to save on taxes and create a legacy for my family?

We have helped many people successfully transition into retirement, and we can help examine different scenarios of what your goals may be, and how likely it is to achieve these goals.  There are several good reasons to retire, and there are also several good reasons to not retire. We ask the hard questions, for you to examine how this next chapter in your life will look, as it’s one of the most important decisions you’ll ever make.  Your financial peace of mind is our #1 priority.  Creating and implementing a comprehensive Financial Plan will increase your chances of success.