I’m about to retire – What now?

Punching the clock (do people still do that?) for the last time can be a really stressful point in a person’s life. There are many decisions to be made – pension options, social security benefits, Medicare etc. that can complicate a plan.

We help clients develop a plan to solve the most common question of retirees: “Will my money last?”
If you are approaching retirement and don’t have a plan, or would like a second opinion on your current plan (it’s pretty important), then please fill out the form.