Retirement Planning

You have worked and accumulated savings your entire life.  We want to help ensure your savings last, and that you have a prudent decumulation strategy so you can enjoy your retirement years. As you move through the "transition" phase, and into the "decumulation" phase, we have tools and experience to help you address your budget, your asset allocation, and your drawdown strategy. If any of the following questions have crossed your mind, please reach out and we can help, you are never alone!

  • How much money will I need in order to retire?
  • When should I claim Social Security and how does it work?
  • Should I contribute pretax or Roth in my retirement plan?
  • How should I allocate my investments before and during retirement so they are appropriate for my situation?
  • How do long-term care and life insurance fit into retirement?
  • How do I create an income and spending plan to last me through retirement?
  • Which assets should I spend-down first? 

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