We’re passionate about guiding you to a fulfilling retirement
Retirement Planning Expertise
You have questions. You want to understand whether you are on track.
We have decades of experience educating individuals, families and business owners regarding these issues.
Saving, investment, and distribution strategies are important details, but they are secondary to the big-picture. That’s why we start with questions about you!
What are your goals for the next chapter?
Retirement means more than just quitting your job
For some it’s a mini-retirement between careers, for others it’s a more fulfilling “encore career,” or maybe it’s a part-time job doing something you just enjoy. Some don’t ever want to retire – still, you feel a change is in order.
All of these can lead to a more fulfilling and successful “retirement.” We regularly help clients evaluate these types of decisions. What’s your “Next Thing?”
Volunteering & Charitable Giving
You’ve been donating money to a favorite charitable organization for years. Maybe it’s time to evaluate a future gift from your estate, or to consider donating your time and expertise by volunteering.
Many of our advisors are on the Boards of a local non-profits. See more in our Bios.
Where will you go? An international vacation, a long road-trip, a stay-cation in front of the fireplace? Gatherings of your family and friends?
These are important details and we want to hear them.
Our goal is to give clients the recommendations that they would choose given our experience and education, so these are the type of questions that begin our process.