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transitioning in retirement

We conduct an in-depth analysis of your assets and potential retirement income streams to design a plan that will:

  • Set aside funds for short term needs such as vacations, a new sports car or a new boat
  • Leverage Social Security, a pension and retirement savings to craft a long-term sustainable income stream
  • Create an estate plan in cooperation with experienced estate planning attorneys to preserve and pass on wealth as tax-efficiently as possible
  • Craft a legacy stewardship plan to pass on designated assets and income streams to philanthropic organizations

We’re here to help you work through the retirement in transition process, taking your unique situation and goals into consideration. At the end of the process, our objective is to create a plan that enables you and your family to fully enjoy retirement, secure in the realization that you’re in a position to fulfill the dreams of a lifetime.