I'm currently retired.

Enjoy your retirement with confidence

Maximize Your Retirement Years

Now that you’re retired, it’s time to focus on maintaining your financial health and enjoying your hard-earned freedom. We’ll help you stay on track with income planning, healthcare strategies, and protecting your legacy.

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Supporting You in Retirement

In retirement, our goal is to help you make the most of your financial resources. We’ll ensure your income is sustainable, review your healthcare coverage, and protect your legacy for future generations. Our team will guide you through tax-efficient withdrawal strategies and help monitor your investments to keep your plan on track. Whether it’s managing long-term care or estate planning, we’re here to support you every step of the way.

Estate & Legacy Planning
Pension & Social Security Reviews
Health Care & Long-term Care Planning
Tax-Efficient Withdrawal Strategies
Income Sustainability Projections
Your Questions Answered

Common Questions for Retirees

Even in retirement, financial questions come up. We’re here to make sure you have the right information to keep your retirement secure and stress-free. Here are some of the most common questions we hear from retirees.

  • How do I make sure I’m not withdrawing too much?

    One of the keys to a successful retirement is making sure your withdrawals are sustainable. A good rule of thumb is the 4% rule, where you withdraw about 4% of your savings each year. However, this may vary depending on your specific needs and market conditions. We’ll help you create a tailored plan that balances your income needs with the longevity of your savings, so you can enjoy your retirement without worrying about running out of money.

  • What health care options should I consider?

    Health care in retirement can be complex, but we’ll guide you through your options. Medicare is a major consideration, and it’s important to review your coverage options, including supplemental insurance if needed. Long-term care insurance is another key factor to consider, as it helps protect against the high costs of extended care. We’ll help you make informed decisions based on your current health and future needs.

  • How can I pass on my assets to my family?

    Estate planning is crucial for ensuring your assets are passed on according to your wishes. We’ll work with you to create or update your will, set up trusts if needed, and make sure your beneficiaries are correctly designated. We’ll also help you navigate tax-efficient ways to transfer wealth, so you can preserve as much of your estate as possible for your loved ones. Protecting your legacy is our priority.