Active Retirees

active retirees picture 1.jpg

After a successful work career, the calendar usually shifts to more family time, hobbies, leisure, and travel. It’s also a perfect time to revisit our Fourth Quarter Fitness Process to stay on track:

  • Financial Goals, Risk Tolerance, Asset Allocations

  • Income vs. Expenses, Medical and Long-Term Care Needs

  • Wills, Trusts, Health Directives, Emergency Contacts, Key Document Files

  • Conversations with Loved Ones

While great years of anticipation and joy are still ahead, let us begin helping you preserve an enduring legacy for a life well-lived – and help guide a smooth financial transition for your family and beneficiaries. We believe they will be grateful for both.