Broker Check

Pre-Retirees

Above all, our goal is to help you retire with confidence. Working as a team, we help provide answers to questions such as, “Do I have enough?” “What is enough?” “Will I be okay?” It’s never too early or too late to start planning. Whether you’re in the heart of your career or are evaluating an early retirement offer, we will help ensure your assets work effectively for you – through the golden years of your retirement and onto the next generation.

As we partner to plan for your retirement, we will:

  • Perform a thorough needs-based assessment. What does your vision of retirement look like? Through identifying your expectations and desired lifestyle, we can make accurate estimations of what you will need for the future.
  • Retirement income modeling. We take a spectrum of factors into account with our retirement income models. For example, we look at your housing situation, future expenses, travel plans, physical ailments that might run in your family, and more. Each factor has a tangible impact on our approach to maximizing the assets you currently own.
  • Discuss distribution options. Where and when you withdraw money for retirement can significantly impact your overall assets and returns. As your advocate, we will work with you to select the optimum distribution methods that maximize your tax efficiency and provide the greatest returns on your assets.