Living in Retirement

Whether you’re still working or have already retired, retirement is one of the most important decisions of your life.


Having a financial plan is essential to your retirement. During your working years, you may have experienced rough waters and are now looking forward to your next adventure. The next phase of your adventure is creating your retirement income stream and your retirement is more than creating investment strategies. That’s why we’re excited about our personal financial planning process designed to connect your financial decisions to the people and things that matter most in your life. We take the time to learn about your needs and your goals so that we can help you live the best days of your life.


How it works:

Whether you’re confident in your ability to generate income for another 20, 30 or more years in retirement, or have concerns about how long your income may last, we will help provide you with a better understanding of how to minimize the financial challenges today’s retirees face regardless of income level, and make the most of this exciting period in your life. With your assistance, we analyze your income and expenses along with your assets and liabilities to create your current financial picture.

Our team collaborates with you to create a more complete picture of your financial health by allowing you to connect items like your banking, mortgage, and credit card activity to your investment information.


The benefit of working with us is our ability to illustrate the potential impact of today’s financial decisions on your future wealth. Decisions such as keeping or downsizing your home, working longer or when you begin drawing on Social Security, can have a substantial impact on your long term finances. With our team, we can create scenarios to help you decide what financial decisions will help you to pursue your dreams.

Our DecisionCenter is one of the ways we illustrate how financial decisions and spending habits today could impact your plans for the future.


Retirement should be a time when life is simpler and less stressful. However, in a USA Today report, financial stress tops the list for creating the most anxiety for retirees, followed closely by health concerns. * Fortunately, our Wealth Advisors happen to specialize in reducing financial stress and anxiety, helping you:

  • Plan for your income needs at every stage of retirement
  • Manage and monitor investment risk
  • Develop strategies to minimize the impacts of inflation, taxes and rising healthcare costs
  • Maximize your Social Security benefits
  • Ensure important estate and tax planning strategies and documents are up-to-date

Create an investment plan to achieve your goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

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