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Retirement Planning

Preparing your financial plan

Preparing your financial plan

We get to know you, your financial goals, and your personal values in order to design a customized and comprehensive plan that’s right for you. Whether you’re just starting to plan for your optimal lifestyle, transitioning into retirement, or defining your legacy – we are with you on your journey.

  • Providing a personalized retirement distribution plan that covers each phase of your retirement
  • Making the most of Social Security
  • Providing tax efficiency strategies pre- and post-retirement
  • Making the most of your pension, including analysis of the pros and cons of a lump sum pension option vs. a traditional monthly payment
We help show you not only when you can retire but how to make it a reality by offering:

We help show you not only when you can retire but how to make it a reality by offering:

  • Holistic and comprehensive planning using statistical modeling to identify, track and illustrate your needs / goals in retirement
  • Coordination of HSAs, HRAs and RMSAs*** with Medicare to help cover rising medical costs
  • 401(k) analysis, including:
    • Rollover and in-service withdrawal options- pros and cons
    • Net Unrealized Appreciation (NUA) of employees who work for publicly traded companies stock tax-free (Fed and State)
    • Roth IRA conversions of certain retirement funds
    • Assistance with required Minimum Distributions (RMDs)
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