NEWS // Operations Notice

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.


Wondering if there might be something more you and your money could do?

There are several different ways to connect with us. Chose whichever you are most comfortable with.

let’s talk