Preparing for Retirement

Our clients have come to us because they had concerns about their retirement—concerns that you might be experiencing as well. 

Perhaps, like them, you:

  • Dream of an early retirement but are unsure whether you have saved enough

  • Want to leave your high-stress career for nonprofit work that provides more gratification but less income

  • Are feeling overwhelmed by multiple retirement accounts, stock options, and other benefits

  • Have a parent who needs long-term care or a child who needs helps with college tuition

  • Are concerned about your medical needs in retirement and whether you can cover the costs without devastating everything you have built

Our clients have chosen to work with us because they seek comprehensive solutions to these concerns. They need unbiased advice that they can trust. They want a partner who will listen to their goals and develop a plan to make their vision a reality. 

When you work with us, we help you:

  • Understand the path to retirement ahead of you and the financial decisions along the way

  • Make informed decisions to help you achieve the comfortable retirement that you envision

  • Analyze your income sources and build tax-efficient strategies to maximize your income

  • Create a retirement plan that addresses scenarios such as long-term care so you can feel confident that you are prepared

  • Address concerns such as taking care of your parents or your children while making sure you do not sacrifice your own financial well-being

If you are ready to work with a team that values a collaborative relationship in helping you achieve a seamless transition to retirement and beyond, please contact us.

Fee Structure: Financial planning fees start at $3,500. Planning fees range from $3,500 to $6,500 for the year based on complexity.