Retirement Planning

Choosing to retire is a huge step in life. Many times it’s an irreversible decision. At first glance it may seem as though it’s a daunting task. One that you’d like to push off to a later date. We encourage you not to push it off. Our clients will tell you that sitting down with us and talking through the process to retirement is rewarding. (Yes, everyone wants to know “Do I have enough to retire?” but we find that even though you may certainly have enough, you may not be mentally ready.)

Being mentally ready for retirement is a big deal. If you are married, chances are that both of you haven’t been at home together for 24 hours a day, 7 days a week, for an extended period of time. We will help you through the important questions that we’ve asked hundreds of retirees. It helps you to avoid the many pitfalls and potholes along the way to retirement.

We help you to answer if you have enough, how much more do you need to save, how much risk should you take on your money, where do you withdraw money first in retirement. Do you want to or need to work a part-time job for a while? How much do we budget for travel? What does your life look like in retirement and how do we make sure that you are able to live out that dream, and then some.