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.

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.