Services Working with individuals and families in all stages of retirement and financial planning, we offer a wide array of services, including:Income PlanningIncome planning is a critical element of a solid retirement strategy. A major financial goal is to have a consistent and reliable stream of income that will last through retirement. We can help clients address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to seek to ensure those assets last.Social SecurityAs clients approach retirement, many have a number of questions regarding Social Security. How much will my income benefit be? How do I maximize my benefits? When should I begin taking Social Security? We understand the complexities of Social Security and can address our clients’ questions.Investments and Asset ManagementMany clients transitioning into retirement are focused less on taking risks and focused more on managing and preserving their wealth. We help clients analyze their income sources and determine how to match them with future expenses.Estate PlanningMany individuals, couples, and families don’t just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs. The financial side of estate planning can have a significant impact on one's family. We can assist clients in articulating their estate planning goals and reviewing their beneficiary designations. We can then consult with other professionals who may be needed, including attorneys and CPA's.InsuranceAs individuals age, the need for insurance may change. Products like life insurance and long-term care insurance are ways individuals can seek to protect their family, their income, and their assets. With so many available programs and plans, it can be difficult to determine an appropriate strategy. We can help clients determine appropriate options.When working with clients, we educate them on their options, make sure they are comfortable with their investments, and adjust their plans according to life changes. Contact us today to get started.