Retirement Planning

With so many Americans approaching their retirement years, retirement planning is near the top of most people’s “to-do” list.  We’ve seen various studies showing that a majority of workers may not have saved enough money to actually retire when they hoped.  And for those that have built up a decent nest egg, many are positioned too aggressively- or too conservatively.

Managing money just prior to, and during, retirement is different than managing money when you’re younger and still working.  We’ll take a look at your social security estimates, pensions and 401(k) plans, IRAs and other savings and investments.  Meet with us to get a better look at your retirement picture and answers to common questions such as:


  • When should I take social security?
  • What will my retirement income look like?
  • What is a Roth IRA conversion?
  • Do I need an estate plan?
  • When should I consider a 401(k) rollover?
  • Should we pay off our mortgage?
  • Should I consider annuities?
  • Can I retire early?


We offer hourly consulting as well as comprehensive asset management services.