The first year of retirement can take some adjustment. Imagine removing the pressure of work and filling it with endless opportunity. Having the financial freedom to pursue your life passions comes down to organization. It can be a lot to tackle, especially if this is your first time through this process. Luckily, we can help. This isn’t our first rodeo.
We know the steps, the snags, the potential issues, the hurdles; but best of all, we know the solutions. For example, we know how to capitalize on your investments, your pension plans, and even your big ticket retirement dreams. We manage a wide array of investments and implement effective financial planning strategies, including calculating pension benefits for beneficiaries, rolling over 401k, 403b, 401a or other retirement plans, choosing social security options, setting up an income stream to cover your expenses, making contingency plans for unexpected opportunities, and even maximizing money left for heirs and charities. While nobody can predict the future, we can help you ensure your money lasts as long as you do, to live the life you love.