Congratulations on your

retirement!

Retirement affords the opportunity to enjoy the fruits of your labor - materially, physically, and mentally. With life expectancy well into the 80’s, enjoying a longer, more active retirement brings unprecedented financial challenges.

With the rising cost of health care, gas and groceries, many retirees are concerned with how to make their assets last through the next three decades. Our retired clients come to us for help in planning their retirement because they know we won’t use complex industry jargon. Our clients want real assistance they can understand.

What does retirement
look like to you?

Regardless of whether you are currently retired or planning to retire, here are questions you may be asking yourself:

• How can I secure my retirement income so that it lasts throughout retirement?
• How can I avoid probate?
• What can I do to ensure my legacy is maximized?
• How can I pass my retirement assets on to my children while legally minimizing taxes?
• What strategies can I use to reduce future taxes?
• How can I keep Uncle Sam out of my pocket book?
• How can I maximize my social security income?
• What information do I need to in order to understand my Medicare options?
• How can I prevent health care costs from decreasing my retirement assets?

We’ll be right there
beside you!

We can help you find these answers and more, help you understand your options, and plan out a path to a more secure retirement.

Request our FREE Retiree's Guide to Social Security