While you deserve to live the retirement you want, it is vitally important to account for every expense that could potentially derail your retirement savings. We will work with you to develop and income plan that will compare your projected retirement expenses to your overall goal. By creating a comprehensive income plan, you are creating confidence in the retirement and financial freedom you’ve worked so hard to achieve.
We see the transition into retirement as a time of shifting priorities. As the era of accumulating asset winds down, individuals’ expectations for their investment portfolios begin to change. Generating monthly income to cover living expenses becomes the dominant concern. Retirement brings a change in mindset. Instead of “How much can I make?” the question becomes, “How can I make it last?”