3515 Pelham Road
Retirement planning is an exciting adventure. You will work a lifetime to reach the point where you can retire! Our goal is to take the confusion out of the equation as much as possible and put you on a path to reach your goals. If you’re like most people, qualified retirement plans, social security, and personal savings and investments are all expected to play a role in your retirement income. Once you have estimated the amount of money you may need for retirement, we help develop a sound strategy for the best ways to distribute your retirement assets in a tax-efficient manner. We can also help you to determine the optimum time for you to retire, based on your anticipated expenses and portfolio growth. We work with you to navigate through issues, such as retirement cash-flow planning, controlling your tax liability, increasing the probability that you will not outlive your assets, and managing risks to your nest egg. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms.