A Financial Partner for Retirement Transitions

As you approach retirement, you feel both excitement and trepidation. You see retirement as an opportunity to live the life you imagine—to reinvent yourself as you embark on the second half of your life. Yet the path to achieving your vision seems ambiguous, and you have questions about the details.

We can help answer questions such as:

  • Have I saved enough money to retire?

  • What decisions should I be making in the final years before retirement?

  • How will I achieve a sense of purpose and connectedness?

  • How can I minimize my tax burden?

  • How will a recession affect my investments?

Our independent wealth management firm works with couples and individuals to prepare them for their transition into retirement and the life that comes after. Through a journey of discovery, we work with you to build a financial plan around your mission, vision, values, and goals while providing greater clarity around your complex finances.

Our objective is to help you achieve financial well-being in the second half of your life—empowering you to create new goals for what lies ahead. We partner with you to adapt to life’s inevitable transitions, both ups and downs, to achieve a life of purpose and fulfillment.

We can help you:

  • Determine what you need to do to stay on track for retirement

  • Organize your financial picture to help bring clarity to your decisions

  • Build a financial plan around your mission, vision, values, and goals

  • Address the spectrum of your needs, including tax planning, risk management, investments, and insurance analysis

  • Make decisions about Social Security timing and Medicare options

 

Get Started

We invite you to get in touch with us for a complimentary 15-minute introductory call. We will discuss your concerns and goals and how we may be able to help.