Retirement Planning

We help you devise a retirement plan that delivers the answers you need.

Our retirement planning includes:

  • Identifying and quantifying your lifestyle goals, both pre- and post-retirement.
  • Reviewing cash flow and savings to determine whether you're on track, and highlighting adjustments that may be needed.
  • Developing income strategies to spend down assets and tap into income streams such as social security and pensions.
  • Reviewing your tax status, and developing spending strategies that maximize your after-tax income.
  • Indentifying risks that might prevent you from living your best life in retirement, and developing strategies to mitigate them.
  • Planning for your legacy.