We can help you develop a retirement plan with savings and investing recommendations designed to help you work towards your goals for your retirement years. We can analyze your current and future retirement savings and provide the following:

  • Analysis of your available resources (including your savings and investments, Social Security, pensions, benefits, deferred compensation, and more).
  • Illustrations of your goals, and how your available resources can fund them.
  • Calculations of additional savings needed to increase the probability of reaching your retirement goals.
  • Recommendations of savings vehicles that fit your needs and preferences (including Roth vs. traditional IRAs, use of annuities, and other savings strategies).
  • Advice and guidance to help you understand your future retirement distribution options.
  • Explanation of benefits so that you have the necessary information and the pros and cons of each available option.
  • Projections of your ability to meet your future retirement expenses by evaluating your distribution options, using several different spending and taxation methods.

Retirement Investing

A well-defined investment portfolio is an essential component of your retirement plan. A diversified, properly allocated portfolio seeks to help balance risk and hedge against inflation. By understanding your circumstances, we can recommend an investment strategy to help you pursue your goals for yourself and your family.

We will work with you based on your needs and preferences and recommend whether a brokerage or advisory relationship, or both, is in your best interests. We offer a comprehensive selection of investments, including managed accounts, mutual funds, bonds, stocks, ETFs, annuities, and other investments to structure a portfolio designed with a goal to preserve your assets and generate the income you need tax-efficiently. Through our financial planning process, we will revisit your goals and provide advice as your needs and circumstances change.

Retirement Accounts

  • Rollover IRA
  • Roth IRA
  • Traditional IRA
  • Annuities
  • Employer-Sponsored Plans / 401(k) Plans

Let’s discuss your retirement savings and investing needs today. Contact us for more information.