Retirement Planning

  • We utilize eMoney software to build a retirement projection that leads up to,
    and through, retirement. This plan is the culmination of the investment,
    cash flow, and tax planning and analysis to help our clients determine if they
    are on track to reach their goals.
  • We review these goals and this plan annually and adjust accordingly, as we know
    life can throw us curveballs, and we know flexibility in a financial plan is key.
  • When it comes time to retire, we assist in navigating and understanding
    social security, Medicare, pensions and more. We also work to set up monthly distributions from your portfolio so that you can still feel the security
    of having something similar to a paycheck each month.