Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.

Planning for “Life After Work” should encompass the development of an integrated retirement system. A system that includes:

  • Investment Planning
  • Lifetime Income Planning
  • Strategic Tax Planning
  • Estate Planning
  • Long-term healthcare Planning

Our retirement planning services take a long-term view of your financial wellbeing. We’ll continue to monitor and review your retirement plans, and consult with you frequently about any changes or updates needed to address your evolving retirement lifestyle needs.