Our Typical Client

Client Centered

Our planning process is ideal for individuals, couples or families looking to coordinate the various aspects of their financial lives as they approach retirement to meet their financial independence, legacy and charitable goals.

We believe the transition into retirement can often be a stressful and complicated phase. While in this phase, which traditionally occurs in the five years before retirement, it is important to identify and capture needs, objectives, and vision of a successful retirement. This phase is where we typically begin our working relationship with new clients, guiding them through the transition and assisting them thereafter as they live in retirement.

We understand the complications of transitioning into retirement. Our goal is to help clients avoid common pitfalls, develop a holistic retirement plan that addresses their unique needs, and support them through their retirement years.

Financial Insights

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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