We work with pre-retirees and retirees to plan for and manage their retirement income. We use a combination of retirement income distribution strategies, such as coordinating portfolios with timing of when to start Social Security, bridging health insurance costs until you start Medicare, income tax planning strategies, and for clients who have accumulated more than they need for retirement, we provide estate planning strategies to provide a legacy for their heirs.
Common questions we receive:
- Am I able to retire?
- How do I invest my savings for income?
- When do I start taking my Social Security?
- How do I prepare for health care costs?