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Clients

Starting about five years before, through five years after retiring, the decisions you make are most critical to your  success and enjoyment in retirement. 

If retirement is on your mind, whether planning for it or living it. And if you think that you can benefit from caring expert guidance. Then schedule a complimentary consultation now.

Complimentary Consultation

Professionals and business owners are experts at serving others.

<strong>However, they often forget to pay attention to their own financial health.</strong>

However, they often forget to pay attention to their own financial health.

While they certainly have the brains, they don’t always have the time or inclination to manage their assets efficiently, and plan their retirement.

You may need help with:

  • Leveraging tax-advantaged plans to optimize preparedness 
  • Planning transition from work to a purposeful retirement
  • Disposition of ownership interest for owners/partners
  • Exercising stock option plans, and managing concentrated stock positions

For those who are already laser-focused on retirement

<strong>Retirement is a reinvention to a life of passion and purpose beyond your working career. </strong>

Retirement is a reinvention to a life of passion and purpose beyond your working career.

It is a new chapter in life that, with thoughtful preparation, and attention to your health and wealth,  can be joyful and long.   

Whether just before or well into it, you may need help with:

  • Strategies to create durable, tax-efficient income
  • Medicare, social security, and long-term care planning
  • How to truly retire from the headaches of being a landlord
  • Estate planning and tax-wise strategies for charitable giving

Women and retirement

<strong>Women have greater challenges in retirement than men, and are often less confident and financially prepared.&#160;</strong>

Women have greater challenges in retirement than men, and are often less confident and financially prepared. 

Furthermore, women often have to face long periods as financial heads of their household, whether by widowhood or by choice.1 

You may need help with:

  • Investing confidence by education and knowing your choices
  • Minding your health and managing your wealth for longevity
  • Making financial decisions consistent with you values
  • Taking responsibility to secure future needs of your family, and its legacy

Source1 :  https://www.census.gov/library/visualizations/2014/comm/cb14-64_older_generation.html