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Facing Retirement

As you begin to contemplate retirement there are many factors to consider. The decisions you need to make are complex and, at times, irreversible.  That’s where we can help. As your trusted Financial Advisors, we will guide you through the decision making process so you can relax and enjoy your retirement years.

Do you find yourself asking these questions?

  • When can I retire?
  • How much Social Security am I entitled to? How about my spouse?
  • How does Medicare work?
  • What will happen if one of us needs care in a Nursing Home or Assisted Living Facility?
  • How will we pay for Long Term Care Assistance if needed?
  • How should my money be invested at this stage of our lives?
  • How long will my money last in retirement?
  • Do I need to save more money now to supplement my income in retirement?
  • Should I still be contributing to my 401k/403b/IRA, etc. each year?
  • How do I determine an optimum distribution strategy?

We can help.  Call us today or schedule an appointment online.