RETIREMENT PLANNING

With 78 million baby boomers coming of age, we realize that you have worked hard and have new goals for your next phase of life. We have 3 professionals in our group that have achieved and maintain their Certification in Retirement Planning from Wharton. Your working life may be over a 30-40 year span, but with increasing health and longevity, you may enjoy a 30-40 year retirement. We have the knowledge and financial planning background to help you plan for and enjoy your retirement. We help you to determine what you will need, and manage your investments not only for the accumulation phase of life, but for the distribution phase during retirement. We help to plan for your health care in retirement and look at estate planning so that your estate passes efficiently to those people and charities that matter to you.

  • IRA Rollover and Consolidation
  • Tax Saving Strategies
  • Retirement Accumulation
  • Retirement Income Planning
  • Health Care Planning in Retirement
  • Long Term Care Planning
  • Estate Planning
  • Charitable Giving