Broker Check

Retirees

Retirement is a brand new chapter of your life that is best done correctly the first time. We have helped hundreds of families successfully navigate and make the best retirement decisions customized to them.


  • Do you have a written "Retirement Income Plan"?  This highlights which accounts to strategically withdraw from first, when to start taking Social Security and/or pension benefits, plan for RMDs @ 72yo, etc. 


  • What's your number?  How much have you calculated you need to retire?  Are you saving into the right accounts before you stop working?  Are you sure you have enough to last?


  • What is your Investment Process?  When is the last time you analyzed your portfolio and re-balanced your account?  What is your risk appetite?  Are you too conservative or too aggressive?