New Client Inquiry

 

 

 

 

 

Transitioning into Retirement

You have reached the place where you’re ready to step forward into the next stage of your life: retirement. Congratulations! All of the sacrifices and hard work you’ve put in over the past several years will now go to work for you as you live out the remainder of your life. But at this point, the key is to ensure you can remain retired.

At your stage in life, we will help you transition into your new lifestyle and manage expenses with what you’ve accumulated. We will also assist you in leaving your legacy. Some of the solutions we may consider for you include:

  • Manage cash flow: Monitoring and continued management of your investment accounts and distributions
  • Replace your income: Annuities, Social Security, and pension plans
  • Assess expenses: Health care cost projections, debt management, and other ongoing expenses
  • Leave your legacy: Education savings for grandchildren, estate plans, and charitable giving
  • Protect your loved ones: Long-term care insurance