Retirement Enjoy the Ride “When do I want to retire?” “How do I want to spend my time?” “Do I have enough saved?” “When should I draw Social Security?”We can help! You need a roadmap, with varying routes. Retirement = Rejuvenation We'll talk. A lot. Your story and wishes will create financial goals and guide our investment strategy. With a roadmap in hand, you can move forward confidently knowing your retirement income is structured to minimize taxes, preserve savings and achieve your goals. Learn more: Retirement Planning Mt. Everest There are typically two stages to retirement planning. Climbing Mt. Everest provides a great illustration of this.Stage 1: Climbing. In financial terms: working, saving every month, and achieving financial independence.Stage 2: Descending. Most accidents occur descending the mountain. This is statistically true for Mt. Everest, and equally true for those in retirement trying to replace their paycheck. Learn more: The 13 Issues It all starts with a simple conversation. Let's talk. Name Email Address Phone Message Thank you! Oops!