Pre-Retirees

Preparing for a Seamless Transition

One day you wake up and you realize that retirement has sneaked up on you. It is just years (or months!) away, and you have a host of questions that need answering. Questions like:

Have I saved enough for retirement?
When should I start taking Social Security benefits?
What about Medicare? Should I delay it?

We will help you determine your goals for retirement and create a comprehensive road map to help you achieve them while addressing:

Cash flow and budgeting
Tax-efficient strategies to maximize income
How much to withdraw from investment accounts
The age to start taking Social Security benefits
When to enroll in Medicare
Legacy wishes for children and other loved ones
Potential needs for health care and long-term care

Our goal is to help you meet your next life chapter with confidence. By providing comprehensive financial guidance and management, we strive to give you peace of mind that even the smallest details have been covered, freeing you to enjoy a smooth transition into retirement.

59 ½: Why is this Age So Important?

Turning 59 ½ is an important age in your financial life. Grab this free guide to learn about why this age is so crucial.