Broker Check

Retirees

Nearing Retirement

Nearing Retirement

The possibility of no longer being required to work for income is 10 years or sooner from now. It is  exciting to envision what this next stage of life could look like with you having more control over your time, but the question that still lingers is - "am I ready"? To answer that with most certainty there needs to be a deep dive of what retirement costs and other potential costs look like.

Are you targeting a specific lifestyle or income? What is your game plan for creating income that can sustain inflation, market volatility, healthcare costs, taxes and maintaining the lifestyle you are comfortable with? Our process and unique tools can help you answer that question with added certainty as you embark on this next chapter in life!

In Retirement/Legacy

In Retirement/Legacy

Congratulations, you made it to retirement! You have built a nest egg and retirement strategy that you feel confident in. Now that you achieved a level of financial freedom that very Americans get to experience, the thought about leaving a legacy has become more important to you. Many people avoid estate planning because they fear it will take away from their retirement or they think the silver spoon effect will negatively impact their future generations, but neither of those need to be the case for anyone. Our process can help coordinate and design the values and legacy that you define is most important for you to be remembered by.