Whether you are just starting to build the foundation of your retirement assets or have already retired, we can provide you with the prudent expert advice that you need. We believe that a strong retirement plan cannot be achieved with a simple set-it-and-forget-it approach. It requires careful investment decisions and regular check-ups to ensure that factors haven't changed and you remain on track.
What you can expect in our retirement planning approach:
• We will take a look at your current assets and projected spending needs for you and your family's lifetime, taking into account the expectation of future inflation and fluctuations in the market. Using this information we'll craft a custom plan to help you achieve your retirement goals.
• We will examine the options available to you from Social Security, including optimal time to withdrawal and maximization of benefits over you and your spouse's lifetime.
• We will optimize your investments in order to maximize your potential of achieving your desired lifestyle and not outliving your assets.
• Most importantly, we will revisit the plan frequently through our regular progress meetings where we'll modify the plan to take into account any changes in your circumstances or performance of your investments.