A partner in the journey of pursuing your goals.

Retirees

“Go confidently in the direction of your dreams. Live the life you’ve imagined. As you simplify your life, the laws of the universe will be simpler.”
  - Henry David Thoreau

For those individuals who have been busy all of their lives with life events, and now need assistance in getting organized, making life easier, and creating a financial program for later life, we can help.

Because people are living longer today, the possibility of going 30 years without a paycheck takes careful planning and disciplined investing.

Preserving your wealth and maintaining your lifestyle are probably your highest priorities. You aspire to stay in your home as long as you want and be able to leave behind the legacy you had envisioned.

We can help you with wealth management needs such as income projections, distribution planning, estate and legacy planning, and insurance needs such as life insurance and long-term care.

We can also help with longevity planning, assisting you with making required minimum distributions, income planning, taxes, proper account titling and beneficiaries, wealth transfer, charitable planning, and asset protection and reallocation.

Household Review
  • Personal values explored and goals established
  • Distribution planning
  • Re-allocation of assets if appropriate
  • Insurance policies reviewed for purpose and planning
  • Long-term care planning
  • Family involvement; emergency planning
  • Review housing options
  • Rollovers and consolidation
  • Estate checklist and plans


Tools

  • Goal Planning & Monitoring Reports
  • Vault
  • Diagrams of estate plans
  • Team of advisors
  • Semiannual meetings/conference calls
  • Retirement Income Analysis
Click here to view sample report
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