Are you at or nEAR RETIREMENT?

Are you at or nEAR

RETIREMENT?

Now is the time to shift from saving to spending. Take the time to learn about the unique challenges you will face.

You are at or near retirement, congratulations you made it. Now it is time to get serious and work with a professional who specializes in retirement implementation.

Retirees have special needs beyond investing that you need to make decisions on:

  • Social Security
  • Pension maximization
  • Income penalties: MAGI, IRMAA and Combined Income
  • Income Planning
  • Diversification reset
  • Long Term Care
  • Tax Bracket Planning
  • RMDs
  • Estate Planning
  • Charitable Giving

We focus on those in retirement and soon to be retirees.
We understand there is not one sized fits all. Our services provide options in retirement:

Do it your self

We have extensive knowledge transfer on our website to help you on your journey and we are happy to answer questions. Email us and test us, we won’t bite.

Consultation

For a Flat fee we will look over a financial plan or even create one for you where you do the investing

Blended Services

We have access due to licensing to solutions and products you may not have access to. You may want to handle your core investments and use our solutions as needed.

Full service Financial Planning

The market stresses you out and you want help with all your investable assets.

Consultation

For a Flat fee we will look over a financial plan or even create one for you where you do the investing

Do it your self

We have extensive knowledge transfer on our website to help you on your journey and we are happy to answer questions. Email us and test us, we won’t bite.

Blended Services

We have access due to licensing to solutions and products you may not have access to. You may want to handle your core investments and use our solutions as needed.

Full service Financial Planning

The market stresses you out and you want help with all your investable assets.

When did your last financial planner talk to you about: taxes, beneficiary designations, your plans with your kids, trusts, charitable giving?

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