Approaching Retirement – There are no “do-overs”

• Can I afford to retire, and stay retired?
• How much do we have to live on?
• Will my money outlast me?
• Do I have the proper medical benefits?
• When should we take Social Security benefits?
• What are we going to do with our free time?
• Have we updated our estate planning documents?
• Are our investments allocated properly for income versus pure growth?
• What is going to happen to our tax situation?

Have these types of questions? We’re here to work through them together and bring comfort and clarity to your retirement.