Retirement Planning

retirement-treeWith finances being so complex these days, there’s a real need for information and insight about retirement finances.

There is no shortage of information and opinions available on the internet, but what is true? Often times information may be true but not relevant or applicable to your unique financial circumstances.

The most pressing question usually is: will we have enough income to sustain our lifestyle in retirement for 30+ years? Many people also wonder about finding someone they trust to provide financial guidance for their spouses (if they are widowed) by creating a seamless survivorship plan so there is no scrambling to “figure it out.”

These questions can seem difficult – even ominous – in the face of so much complexity and tax law. That’s why proactive planning and open communication are essential.

Our approach is built on the idea that getting to know everything about your finances will lead to confidence and clarity over time. We empower you to make informed decisions and seek to reduce the anxiety of transitioning to a fixed retirement income as best we can. We understand this is not just about finances, it’s a major life change filled with mixed emotions.