Retirement & Legacy Planning

Comprehensive retirement and legacy planning can help you feel more prepared for the future, so you can enjoy the present. We’ll help you answer questions you may already be asking yourself, like, “When can I retire?” and “How much do I need to retire?” Not to mention the hundreds of other questions that may come up. After we get to know more about you and your dream for your future, we can help you make the most educated decisions to map out your financial journey.

Retirement Planning

Whether you are trying to determine the age at which you can retire, are nearing retirement or already retired, we are here to answer any questions you may have. Our goal is to help you plan and live the life you want during retirement. From handling the paperwork to communicating federal requirements to answering questions, we want to help you enjoy this next chapter of life.

Legacy Planning

Do you know what kind of legacy you will leave to your heirs? Do you have the right life insurance for your needs? Effective legacy planning and estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. We will help you evaluate and build an effective legacy strategy. This includes your healthcare wishes and financial affairs, and how to ensure they’re carried out, regardless of your health at any stage of life.