Retirees

Financial Security When You Need it Most

Take advantage of the unique opportunities presented by retirement, without worrying if you’ll run out of money.

Retirement is full of joys and challenges: travel, time with family, hobbies, more free time than you’ve had in years. At the same time, health care costs are higher than at any other point, and retirees often suffer from a constant nagging fear that they will outlive their money.

We can help you find the confidence you need to enjoy your retirement by helping you:
• Evaluate Social Security timing
• Make sure your estate plan is in order
• Determine the best charitable giving vehicles for you and your family
• Develop withdrawal strategies
• Reduce tax liabilities through tax planning strategies
• Best Position your retirement account assets (Roth IRA, IRA, 401(k))