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How We Can Help

As you approach retirement, you will likely face a number of decisions that may impact your finances. And while you live in retirement, it’s important to stay on track as you pursue your financial goals and preserve your hard-earned assets.

Our goal is to help you identify your retirement goals, develop a game plan aligned with your needs and situation, and help you stay on track as you enjoy your retirement years. Throughout our relationship, we’re here to coach you through any hurdles you face and answer questions you may have, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • How can I get the most out of my 401(k) and/or IRAs?
  • What should I do with my 401(k) once I stop working?
  • What is the best way to consolidate my numerous IRA accounts?
  • How can I create a steady stream of income that lasts through retirement?
  • Do I have enough life insurance for my family?
  • Should I consider long-term care insurance?
  • What are the elements of a sound estate plan?
  • When should I claim Social Security?
  • What are my options for Medicare?

We offer no-cost, no-obligation coaching sessions to develop a comprehensive written step-by-step game plan for our clients. We also offer the option to visit with us quarterly for reviews. We are happy to field client calls, emails, and questions and this outreach is welcomed and encouraged to help keep our clients on track.

Contact us today to schedule your first meeting.