Retirement Financial Advising Services
Prepare for Retirement
Take the worry from your post-career life and maximize the freedoms it provides. We will help you consider planning strategies for taxes, investments, and insurance as you begin to use the assets you have saved.
Your Questions Might Include
- Should I downsize my home?
- Can I move to a different state?
- Am I invested correctly for my risk tolerance?
- When should I begin receiving social security payments?
- Could I be saving money on my taxes with a little planning?
- When I pass, will my hard-earned assets go to those I want?
Financial Planning: Tell your Money How to Work for You
Before you make the decision to retire you want to choose a plan where you feel confident. We will help you consider the many decisions ahead of your retirement. We will take a year-by-year look so you know what to expect as we match your finances to your desired goals.
Good surprises are welcome -- like a higher than anticipated market return or lower tax rates. And with a plan we can help you minimize any unpleasant surprises.
Wealth Management: Take Stock of Your Investment Options
Management of your investments should include careful consideration of a wide range of factors. Each impacts your portfolio and determines what types of investments are made. Your current life phase, and the one you’re moving toward, tells whether growth or preservation is most important.
STRUCTURING YOUR PORTFOLIO
Together, we decide the percentage of stocks, bonds, funds, or other investments. Next, each investment is carefully assigned an account type based on tax implications.
TYPES OF INVESTMENTS
Investments we may use include:
- Individual stock
- Exchange traded funds (ETFs)
- Mutual funds
- Alternative investments
Financial Blueprint Design
The lifestyle you live now (and the one you want to create) shapes how your finances should be managed. Everyone has different priorities and goals, so no two financial blueprints are the same. Regardless of which financial services you need, we start by developing a blueprint to guide us toward success.