Retirement Planning

Retirement Planning

Making the transition from accumulation to distribution requires a shift not only in lifestyle but the manner in which one’s assets are managed. Today’s workers are facing the likelihood that they could be retired for as long as 25-30 years and may face the risk of outliving their savings. Another challenge is the ongoing shift from employer sponsored pension plans towards a reliance on self-funded retirement vehicles, such as 401(k) plans, IRA accounts as well as personal saving and investment plans. We help you plan for this life cycle, so that the decision to work or not to work past retirement age is not solely driven by economic necessity. Our approach employs a system whereby assets are segmented based on future income needs, thereby increasing certainty of cash flow and decreasing the anxiety associated with day to day fluctuations in the capital markets.

Contact us to learn more about our retirement planning services:

  • Post Retirement Income Planning
  • Pre-Retirement Accumulation
  • Social Security and Medicare Filing Strategies