I need to make sure I have enough for retirement…

You’re not alone! Many of our clients, who are currently retired and those who are approaching retirement, have this concern. Once you retire, your savings replaces your job as a key source of income. You could live to age 90 or older, and inflation in the cost of living will always be a factor. It takes some planning to make sure you can pay your bills now while also saving enough so that, decades down the road, you’ll have enough money. We’ve helped hundreds of clients figure out what they need, and how it should be managed, to have a stable and secure retirement. We start by helping you realistically envision what your life will look like in retirement. Next, we determine your current and projected retirement cash flow needs. As important, we help you project how different choices and events could impact your retirement plan. As comprehensive wealth managers, we specialize in integrating all of this into an investment strategy designed to meet your retirement goals. Throughout the process we coordinate with the other legal, tax, or insurance professionals you need to make a smooth transition into your retirement years.