Retirement & Investing

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?

As fee-based financial advisors, we are compensated for our advice and the execution of your investment strategies.  No two clients are identical and we design portfolios seeking to attain your financial objectives and feel more confident about your future.

  • Investment and asset management
  • Fee-based and hourly financial consulting
  • Stocks, bonds, mutual funds, exchange-traded funds (ETFs)
  • Real estate investment trusts (REITs)
  • IRAs and Roth IRAs
  • Retirement plan distribution options
  • Fixed and variable annuities

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