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What Does Retirement Accumulation Planning Look Like?

  • Helping to maximize your pension, including analysis of the pros and cons of a monthly pension option vs. a lump sum rollover to an IRA
  • Confirming you can retire and live the retirement you worked so hard to create
  • Providing a personalized retirement income distribution strategy that addresses each phase of your retirement in a tax-efficient manner
  • Social Security maximization

Common Long-Term Goals 

Education Funding

With education costs rising, creating a plan for 4 years or more of inflating costs is critical to long term planning.

Moving During Retirement

Plan to move during retirement? We can help recommend which finances to use when moving.

Major Purchase

Want to know if your current retirement plan can afford a new boat or home improvements?

<br data-mce-bogus="1">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)