Planning for Retirement

People are typically in their 50s when they begin to plan for the future and consider what retirement might mean for them.

Your children have most likely flown the nest, and you're contemplating the next chapter of your life. However, you're probably unconvinced about what you have, what's possible, and what the future holds.

Our first job as your financial planner is to understand what you want from the rest of your life; your aspirations and objectives, the experiences and excitement that await you.

Once we know what your future outlook, we can focus on your finances and develop a solid financial plan for the years ahead. Our focus will be on guiding you to retire on your own terms, enlightening you on ways to mitigate tax liabilities, empowering you to make smarter investment choices, and safeguarding the legacy you wish to pass on to your family.

Here’s What We’ll Do:

Step 1

Our first meeting will focus on your life, not your finances.

For us, the starting point is you and your goals. What do you think the future holds? What do you want to do with the rest of your life? What is most important to you? We discuss topics other than money and strive to make our meetings enjoyable, enriching, and interesting. It's all about you, not about us.

We'll take care of your initial concerns. You may be concerned that you do not have enough money to retire. You might be concerned that you're missing something or making mistakes unintentionally. We'll reassure you and answer any questions you may have.

Step 2

Once we get to know you, we're then able to better understand your money.

We'll start by gathering information about your existing pensions, savings, and investments to get a complete picture of your financial situation. Most of us despise paperwork, so with your permission, we'll contact the companies involved to obtain the necessary information.

Then, using sophisticated financial planning software, we'll create scenarios and track investments to show you the various paths to achieving your goals. We'll then make recommendations and do the necessary work to get you back on track.

Step 3

We believe that the key to successful financial planning is a long-term, ongoing relationship.

We'll review your plan on a regular basis to ensure you're on track to meet your goals. Only one thing is certain in life: change. If your needs, preferences, or aspirations change, our ongoing relationship allows for a detailed review at least once a year to ensure your financial plan is working to achieve the best results for you.

The first step in developing a trustworthy relationship is to ask the right questions when you first meet with a financial adviser.

Our goal is to assist you in finding someone who will treat you and your family with respect, integrity, and competence.

Are you looking for the best financial adviser?

Client Stories

"The trust and feeling of comfort has grown over the eight years since our first meeting."

"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."

"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."

Our job is to make sure that every decision you make moves you closer to your goals.

Contact Us

If you've never worked with a financial planner before, we'll guide you through the process.

If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.