Getting started can actually be fun and feel deeply reassuring. We strive to make you feel like our best and favorite client from the very beginning, regardless of your account size or the complexity of your situation. After all, we are investing in you.
As you approach retirement, you have plenty of decisions to make. By getting started now, retiring will feel natural and comfortable the moment you are ready. You will have a tailored savings and investment plan that tracks your progress toward your personally defined goals.
Being on a fixed income can be a profound change. Picture having confidence in your monthly income, your wealth preservation, and estate plan. We work with you throughout your retirement as your needs change. We also provide familiar continuity for your spouse and beneficiaries.
A Certified Divorce Financial AnalystTM can help you and your attorney more accurately value your marital assets. Pensions and retirement accounts can be particularly confusing when dividing assets. With more accurate forecasts and valuations, you and your attorney can be better informed.