Looking Ahead to Retirement
In the late stages of your career, determining what it will take to retire in the next three to ten years.
- Seeking a personalized analysis to determine if you are on track for retirement.
- One of your largest assets might be in your employer-provided retirement plan.
- Exploring ideas about the investment options available in your employer’s retirement plan (e.g., age 59.5 in service withdrawal to Rollover IRA).
- May already be working with a Financial Advisor but aren't satisfied.
On the Brink of Retiring
Looking to determine if you can retire now, or seeking help organizing a recent retirement.
- Wondering if you can afford to retire now.
- Searching for an understanding of how to turn your assets into income.
- Looking for help navigating your Social Security and Medicare/health insurance options.
- Seeking a no-obligation second opinion to stress-test your current portfolio.
Women in Transition
Suddenly single as a result of death or divorce.
- Have spent your life taking care of your family, leaving others in charge of your financial affairs.
- Lacking the knowledge or confidence to make smart financial decisions, so this newfound responsibility feels overwhelming.
- Having the same three concerns: (1) Will my money last? (2) How can I make sure I never become a bag lady? (3) Will I become a burden to my children?
Maximizing Family Wealth
Focused on protecting what you have and leaving a meaningful legacy for your family and community.
- Seeking a personal relationship with a trusted advisor who understands what's important to you and your family.
- Wanting a stable investment portfolio to cover upcoming expenses.
- Looking for help with smart planning around your Required Minimum Distributions from retirement accounts.
- Needing help to ensure your legal documents and beneficiary designations are all aligned correctly so that your estate properly passes according to your wishes.
- Understands the value of having your children and/or grandchildren as clients of the same advisor team as you so that there can be a wealth transfer plan across the entire family.