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:
- 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)
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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