Retirement planning - what's your retirement dream?
Some of our clients are at or close to retirement while others have years to go. Regardless of where you are along life's journey, we can help ensure that you meet your retirement objectives.
We help our clients identify retirement goals, assess the feasibility of these goals, and help accomplish them. We make sure our clients make full use of the savings options available to them, including IRAs and 401k plans. For our small business clients we help them set up their own retirement plans so they can take advantage of the plans available to corporate workers. The timing of Roth IRA conversions are also analyzed and optimized.
For our clients close to or at retirement, we can help you navigate the complexities of Medicare and Social Security. We analyze when to begin taking Social Security with numerical models that seek to optimize your total payout.