Planning for Life After 55

Planning for retirement begins with understanding the financial and retirement goals of our clients. We work with many families during that important time just before retirement. As families near retirement, our financial planning process provides the peace of mind to let clients know when they are financially able to retire.  We also work with many families who are already retired.  

In the past several years, we helped some clients work through important decisions, such as sell their home and use the proceeds to pay cash for their next home in an area with a lower cost of living.  We can create this scenario in a financial plan so our clients can understand the financial impact of this decision and have confidence that these changes will enable them to retire and reach their financial goals.  We also help clients determine the best time for them to start taking Social Security. Once clients have retired, we monitor their financial plan to verify that clients stay on track during their retirement.

We have decades of experience helping people plan for retirement and we are here to help you plan for a rewarding and happy retirement.