Retirement Plan Rollovers
Retired workers may have several qualified accounts that can be consolidated and managed so that they are working in concert to achieve your financial goals.
Portfolio Management
Professional level portfolios are developed with respect to personal risk tolerance, income needs, and diversification across several types of investments in order to minimize desired volatility.
Health Insurance (Medicare)
Available at age 65, but there are some choices to make about which plans are desired.
Social Security Planning
It is important to understand when to start taking benefits and how these benefits fit into your retirement income plan.
Income Tax Planning
"It's not how much you make, it's how much you get to keep." Paying less in taxes may put more money in your pocket to use to fund your financial goals.
Retirement Income Planning
Retirement, or Financial Independence, is the primary reason that people save money. It is critical to know how much you will need and when you will need it in order to know how much to save.
We can help you make the most of what you have!