Specialties

Retirement Income Planning

Retirement Income Planning is the process of coordinating a plan to generate income to help replace a working income while in retirement. We work with our clients to build a plan based on needs, lifestyle, fixed expenses, healthcare, and to prepare for uncertainty. We then implement investment strategies for each of a client’s short, medium and long-term goals, as some goals may need more safety from loss, and some need to be structured for growth. It through this true Retirement Income Planning and strategy that we are able to help our clients prepare to generate the income they need when they need it.

 

“Gray” Divorce Planning

We work with many individuals who have been married for many years or decades and are divorcing later in life. It can be an abrupt change in life and lifestyle, and there is often much to unwind, strategize and settle. We focus on evaluating the divorce financial settlements, and then consult with our clients to transition into the next phase of their lives.