Retirement Planning
How prepared are you for the path that lies ahead? We can run the numbers like everyone else. What makes us different is that we apply our wisdom, judgment, and experience to the numbers so that you can truly enjoy the path ahead.
Our retirement services include:
- Establishment of retirement requirements (age, location, lifestyle, recreation, dependents)
- Comprehensive funding needs calculation
- Current accumulated retirement resources
- Time-weighted analysis of resource value
- Social Security analysis and decisions
- Retirement gap analysis
- Health care concerns and impacts
- Opportunity analysis to meet funding needs
- Efficient Frontier analysis
- Give and take appropriations
