Retirement Planning


What do you want to do when you retire?  Travel the world, buy a vacation home, purchase a new car, start a business or devote your time to volunteer work?  Do you even want to "retire"? Maybe you see yourself moving between the world of paid employment and retirement. However you decide to enjoy your retirement, your retirement planning strategy will play a major role in determining the lifestyle you maintain during these years.

For most, a secure, comfortable retirement is every worker's dream. And now because we're living longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did.  Achieving the dream of a secure, comfortable retirement is much easier when you plan your finances.   

We help you define and prioritize your short-term and long-term income goals, analyze existing saving strategies, assess current and projected cash flows and expenses, assess social security decisions, analyze retirement income needs and evaluate employer-sponsored retirement plans.  


We also help manage and optimize many types of retirement plans for individuals and businesses, such as Traditional and Roth IRA, SEP IRA, SIMPLE IRA, 401(k) & Profit Sharing, Cash Balance and Defined Benefit Pension Plans.
 


We can assist you with:

Retirement Planning Help  
 When will you be able to retire  
 How much Income will you need in retirement  
 Retirement Planning: The Basics
 Closing Retirement Income Gap
 Retirement Income Needs
 Review of various retirement plan options 
 Review contribution limits for IRAs and 401Ks
 Employer provide retirement plans
 Review distribution strategies
 Health care cost discussions
 Retirement needs review
 Social Security planning