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A Non-Stressful Transition

Towards Retirement

Guiding Retirees Towards Financial Security

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Why Retirees:

People transitioning into retirement go through a lot of challenges as they make the transition. This includes choosing when to take social security, the best time to make gifts, and figuring out when and how much to take out of their retirement account nest eggs. All these decisions in the retirement phase of life can have dramatic effects in how their retirement years play out.

We want retirees to feel confident in their retirement, so they don't have to worry about going back to work because of poor planning.

We help with the following:

Social Security Analysis 

When it comes to choosing the best time to take social security, there are a lot of options on the table. Do I take it as soon as possible, or delay until I'm 70? Can I draw from my ex-spouses Social Security? We will help answer questions like this and more as we tailor it to your personalized financial plan.   

Retirement Income Projections 

At the end of the day, every person transitioning into retirement seems to have the same concern. Will I run out of money during my retirement? Even though this question might sound like an easy yes or no answer, there are a lot of considerations that need to be taken so you don't leave money on the table. We will help you analyze your situation and create a personalized plan to help you answer this question.

Tax Planning

No one wants to pay more in taxes then they legally have to. That is why we help create "what if" scenarios of various tax outcomes all while working with your tax professional. By doing proper tax planning during retirement, you can help minimize your taxes so you pay only the taxes you need to.  

Retirement Plans Designed for Mainstreet, not Wall Street

We believe everyone deserves the right to a financial retirement plan. No minimums, no judgment, and no hassle.  We meet you where you are so you don't have to feel pressured about your current situation. You can even meet with us from the comfort of your own home or at our office, whatever works for you. 

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financial advisor

Not your Typical Advisor

We don't try to sell you the next big financial product, or confuse you with financial jargon you can't understand. We sit down with our clients and have in-depth conversations about what they want in their life and help them use money as a tool to help them get there. Our success is seeing you live your financial dream.

About Us

Unexpected Expenses in Retirement. Do You Know them

As you plan for retirement, it’s exciting to think of all the things you’ll have time to do, including traveling more, spending time with family, and even picking up a new hobby. However, in planning for retirement, you have to also plan for the number of expenses along the way.

Retirement Strategy: When and How to Update Your Retirement Plan

While you and your trusted retirement professional will work to create an overall retirement strategy, this does not mean that you won't need to make changes along the way.

So, the question remains: When should you revisit your retirement strategy?

Social Security: Choosing When to Claim

One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.

Have a Question? Let us Know 

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