Whether you want to scale back, retire, or you are already retired, retirement planning is about having a plan and understanding your options.

We want to help you:

• Establish a safe and calculated withdrawal rate
• Determine liquidation order of investment accounts, keeping tax efficiency in mind
• Review Social Security collection strategies
• Assist with Medicare Planning/Options 
• Analyze your retirement rollover options
• Take care of your family and leave a legacy
• Ensure your monies continue to work for you