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Ready to Retire

Are you about to retire or thinking about retiring in the next 5 or so years? Whether you are single or married, this is a critical time to make sure you have a retirement plan in place. Although you may have been looking forward to this day for years, moving out of the workforce is not without pitfalls. Do you know where your retirement paycheck will come from? Retirement for most people is a huge financial and social transition. Here are the things we look at when helping you with your Retirement Plan:

  • Evaluating your cash flow needs/budget
  • Establishing how to generate your "Retirement Paycheck"
  • Optimizing Social Security and Pension Benefits
  • Planning for Healthcare Costs including long term care
  • Assisting with Medicare Plan Choices
  • Developing a Retirement Tax Plan
  • Helping you understand and plan for retirement risks such as Inflation, Excessive Withdrawals and Sequence of Returns Risk
  • Exploring how to make a "mental transition" to retirement
  • Reviewing Housing Options
  • Estate and Legacy Planning

We will work closely with you during this important time in your life and develop a plan that allows you to live within your means without any significant financial worries. 

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