Getting ready to retire?
The biggest question we need to answer for you right now is whether you are ready to retire. We will look at your social security and other pension benefits, if any, along with all sources of income that you may have to project your lifestyle needs over your retirement. We will review with you the possible risks you may encounter and help you think through your estate planning.
Let's work together to develop a plan that secures your future.
Congratulations on Your retirement!
Now that you have retired you will want to reassess your lifestyle needs and the aspirations you have for retirement. We will look at how we can save you taxes while meeting your retirement needs. At every step of the way we will give you updates on how you are doing against your spending goals.
We will work with you to understand your lifestyle needs and track your progress. We work to optimize taking of benefits, reducing taxes and risk managing the wealth that you have accumulated.
Taking care of their future
Whether your goal is to help your grandchildren through college or to leave money to a favorite charity, we will help you plan your estate to do it in a manner that saves taxes. We will review your estate readiness and assure that your estate is going to where you intend it to go.
Our fees are simple and straightforward
We offer simple compensation models to best fit your needs. The most common relationship is an ongoing comprehensive financial planning and investment management engagement. We feel that our clients will get the most value by working with us on a subscription basis. We build a custom plan for you and you get our coaching and ongoing support throughout the year. Additionally, we monitor and manage your investments to reach your goals. Here you can learn more about how Financial Planning can improve the quality of your life.
We understand, however, that entering into an ongoing relationship may not be for everyone. In that case we offer a one-time JumpStart engagement for those that are inclined to do-it-themselves. We focus on one or two areas of concern in which to orient you and provide advice. At the end of the engagement we meet to assure that you understand your plan and our recommendations.
*We have a $250,000 minimum for accounts.
Whatever the relationship you choose, we will collaboratively create your financial plan online and monitor your plan. For JumpStart clients we have a one-time $500 setup fee that will be waived if you input your own financial data.
11.29.2017