Retiree

Progressing into retirement means leaving your work days behind, along with the normal salary and income structure you were accustomed to. Transitioning into this new phase of life means adjusting your means of financial support, and if you’ve planned accordingly, enjoying free days while living comfortably or luxuriously. But with many moving financial pieces to consider, where do you start?

We’ll begin by understanding your income sources and needs. From there, fusing together the pieces of your financial picture is the next step. We’ll walk you through the necessary steps for timely Social Security withdrawal, and we’ll coordinate your retirement accounts, pensions and investments. With retirement planning experts at your side, you can calmly enjoy retirement.

You’ve worked hard to accumulate and protect your assets over the course of your life. When the time comes, you want to be able to share your abundance with loved ones, charities or future generations to come. You are wondering how to best set up tax-efficient gifting strategies and prepare for proper delineation of your wealth.

With an estate plan in place, you can make sure that your wealth is passed on to the people and organizations that you have in mind. As we prepare your gifting strategies, saving on taxes for you and your beneficiaries is a top priority. We’ll create a diligent plan, so you can leave the legacy you envision.