Services for Retirees

Retirement can be a very rewarding and a special time of our lives. Having a plan to address desires that are unique to your situation can go a long way in providing confidence and an independence retirement.

Retiree’s desires tend to fall into four categories:

  • Family
    • Spending time with grandchildren
    • Assisting with education costs
    • Are my children self-sufficient
    • Will my children remain married
    • Spending time with other sibling and family members
  • Health
    • Staying active and healthy
    • Having access to affordable, quality healthcare
    • Medicare guidance
    • What happens if I or my spouse can’t take care of ourselves
  • Money
    • Will my money last my lifetime
    • Is my portfolio positioned properly based on my income needs and desires
    • Am I taking advantage of all income tax savings opportunities
    • Am I getting the advice that I need
    • Are my Estate Documents proper
  • Socialization
    • Desire to keep up with hobbies such as golf, going to the theater, etc.
    • Staying in touch and seeing friends and family
    • Finding the right mix of activities for enjoyment

As a Retiree client, you can expect a Retirement Income Plan that will address all desires and concerns. Your investment portfolio will be positioned specifically based on your income needs today and those projected in the future. Equally important is to have your investments systematically reviewed 3 to 4 times annually and to update your Retirement Income Plan every 2 years or sooner if circumstances warrant.

One of our greatest joys is when our Retiree clients come into our office and we get to see how much they are truly enjoying themselves in retirement because they planned for it.

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