We’re ready to talk about your future life, no matter how close you are to that transition.
Do you want to retire when you’re 65? Great. What does that life look like? Can you get there from here? Retirement planning involves understanding what matters most to you, what you have accumulated in resources and/or benefits, and whether they are being deployed in an optimal fashion to help you arrive at retirement with confidence.
The questions don’t stop there. Are you saving enough, and in the right accounts? What lifestyle do you envision when you’re retired? Will you step away from work and never look back, or transition gradually through career changes?
We help you devise a retirement plan that delivers the answers you need.
Eventually, retirement will happen, one way or the other. How it happens, and how it looks when it happens, are all about the steps you take now.
We turn retirement planning into a process that clarifies your retirement lifestyle goals, and outlines specific actions and strategies that will help you achieve them.
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.
Identifying risks that might prevent you from living your best life in retirement, and developing strategies to mitigate them.
Planning for your legacy.