Retirement Planning

People are living longer today than ever before, creating a host of new retirement planning issues and financial concerns. Consider that a person who turns 65 today could be expected to live as many as 30 or more additional years in retirement. Our retirement bucket planning process seeks to address all of your needs throughout your retirement.

Our retirement planning services extend to the accumulation, preservation, and distribution stages of retirement. Our goal is to assist you in retiring comfortably with an expectation that your resources will be available throughout your lifetime. As part of your overall financial plan, we will help determine your retirement needs which often include investment management, social security optimization, long-term care, estate planning, and risk management. 

Once you’ve entered retirement, we’ll be there to guide you through it by addressing such issues as cash flow needs, sequence of returns risk and sources of lifetime income. Our retirement planning services may include:

  • Comprehensive Needs/ Goals Planning
  • Risk Assessment 
  • Social Security Integration
  • Cash Flow Analysis
  • Asset Bucketing Solutions
  • Income Protection
  • Investment Management
  • Income Tax Implications
  • Asset Protection Strategies
  • Roth Conversion
  • Required Minimum and Qualified Charitable Distributions

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