Nearing Retirement

Nearing Retirement

Are you getting the assistance you need to help you feel good about taking that next step in your life?

The biggest challenge that pre-retirees face is gaining the confidence that they will be financially prepared when they retire. As individuals near the decision to retire, their primary focus is figuring out their income needs in retirement and having the peace of mind that their retirement plan will be able to meet their need.

We help clients better understand their fixed retirement incomes (Social Security, Pension), and assist them in positioning their life savings in a way that meets their individual needs. Our strategy is to give clients peace of mind, in knowing what income they can expect from their savings as they navigate through retirement.