Pre-Retirees

Retirement is a Big Step and a New Beginning

As you begin to think about the next chapter in your life there are many options you need to consider. 

“Can I afford to retire?”

“Will I run out of money?”

“When should I begin Social Security?”

“Will my assets last?”

“What will my lifestyle look like in retirement”

Financial Planning leads to Confidence

Taking the time now to prepare for your life in retirement can help get your finances in shape and prepare you for life’s unexpected bumps and obstacles.  We will look at every avenue of your current financial roadmap and develop a plan that works for you and prepares you for the transition to retirement. 

There is more to consider than Medicare and Social Security.  Together we will build a financial roadmap that includes all of your retirement needs, wants and wishes.