Retirement Planning


Most of our clients come to us with one very pressing question: “Will I have enough money to last the rest of my life?” Working together, we can put a plan in place to help provide sufficient cash flow and support your desired lifestyle for the rest of your life. To help achieve this goal, we work with you to:

  • Explore where your money may go (the government, nursing home expenses, investment losses), and implement strategies to help minimize the impact.
  • Analyze your existing 401(k) plan to ensure you’re leveraging this tool appropriately, and bolster it with additional investment options as appropriate.
  • Identify appropriate investment options, and then construct a portfolio that is aligned with your goals and beliefs, and that sets you on a path toward achieving your long-term vision.
  • Take an active role in monitoring changes in the market and recommend adjustments as needed. Ultimately, our goal is to ensure that, through diligent planning and appropriate action, the answer to “Will I have enough money to last the rest of my life?” is a firm and resounding, “Yes!”