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Retirement Planning


Retirement can be exciting and something most people look forward to! Getting there though can sometimes be challenging. Knowing what to invest in today to maximize your assets lasting your lifetime, along with tax efficiency and how rates of return assumptions impact your retirement are critical topics that should be addressed. Knowing when you can afford to retire, and decisions that are made today, often determines whether your money lasts. Our Retirement Planning services are part of the all-inclusive relationship we have with our clients.

Factors to Consider in Retirement

Each person's retirement picture looks a little different. Depending on your plans, the amount of money you'll need to maintain your lifestyle can vary—if you're hoping to finally travel the world, you may need a larger nest egg than someone who plans to stick close to home. And someone who retires with a home they own free and clear may not need as much monthly income as someone that rents or has a mortgage.

Factors to consider when planning your retirement include:

  • At what age do you plan to retire?
  • How do you expect to spend most of your time in retirement?
  • Are most of your assets held in pre-tax or post-tax retirement accounts?
  • If you're married, when does your spouse plan to retire?
  • Do you generally have high healthcare expenses?
  • Where will you live in retirement?
  • Do you plan to work part-time in retirement or start a hobby business?
  • When do you want to begin drawing Social Security benefits?

The answers to these questions can help you get started with the retirement planning process, while our analysis will fine-tune your plan and help ensure that your retirement is just as you've envisioned it.

Getting Started

If you’re a new client of our firm, we'll set up a meeting to discuss your plans and goals in detail. To properly plan for retirement, you'll first need to give some thought to what you'd like your retirement to look like. If you’re an existing client, these topics are frequently revisited to ensure you’re still on track to meet your short and long-term goals. A detailed analysis will give us a complete picture of your retirement future and becomes part of your overall Financial Plan.

Contact us today for a free consultation!

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