Retirement Planning

While you are working hard at building your career and living your life, we work with you to develop and monitor a wealth accumulation plan based on your specific retirement goals and objectives. As you approach retirement, we will walk with you through the maze of “one time only” critical decisions – questions like “What should I do with my 401(k)?” “What money should I spend first?” “When should I take Social Security” “How can my spouse and I coordinate our Social Security benefits?” “What about long term care?” And most importantly, “How can I be sure our money will last as long as we do?”