Let's make your transition as smooth and easy as possible

It’s finally time to stop working and start living – or maybe start working all over again in your own business or for a cause you’re passionate about. That’s because retirement isn’t an endgame; it’s the start of a whole new life – the one you’ve always wanted to live once you had the time – and means – to do so. 

The transition to retirement is a shift from a mindset focused on accumulating assets for retirement to one focused on distributing wealth and drawing down resources throughout retirement. It can be confusing and chaotic – but that’s where we can help. We’re here to help you understand the underlying issues, and to recognize the long-term effects of the decisions you make today.

By sitting down together to take a long hard look at the opportunities ahead, we can help you with:

• Investment guidance
• Risk evaluation and management
• Potential retirement income generation via asset management, dividends and annuities*
• Maximum Social Security benefits
• Estate planning
• Insurance reviews

We want to help you make your retirement the best it can be – and planning provides the best chance for making it happen. 

Greg and Vickie – their story

With the sale of their business behind them, this couple is ready to make up for lost time. Long days, nights and weekends spent tending to the needs of customers and the demands of entrepreneurship left little time for travel or even a weekend at the beach. Now, with their newfound fortune, they plan to spend time traveling the globe and visiting grandchildren who live across the country. This makes it important to have a management plan for the sudden influx of cash and stock from the sale of their business. And no doubt life will also change as they move further into retirement. We’re here to help them invest in their remarkable life.

*There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of principal. Dividends are not guaranteed and will fluctuate. Annuity guarantees are based on the claims-paying ability of the insurer.

This is a hypothetical example for illustration purpose only and does not represent an actual investment.