Retirement Planning

Create a plan to live comfortably, stay healthy and have adequate protection from potential unfortunate circumstances.

 

Retirement
Planning

Create a plan to live comfortably,
stay healthy and have adequate protection from potential unfortunate circumstances.

 

Retirement
Planning

Create a plan to live
comfortably, stay healthy
and have adequate
protection from potential
unfortunate circumstances.

This may be your first time retiring, but it’s not ours!

This is our area of expertise. Since 2000, we have helped hundreds of families retire with confidence. Careful coordination is required to ensure your retirement income strategy is tax-efficient and sustainable. You will face many decisions when retiring. Let us guide you through your options and come up with a plan.

Retirement Events We Can Help With

We work closely with you to identify and prioritize your goals. We then develop a road map to help you consider your future options and optimize your financial security. Additionally, we quarterback with your advisory team – including accountants, attorneys, mortgage brokers and bankers – to ensure seamless execution of your plan.

You wake up in the morning and get ready for work. You pack your briefcase and then drive to the office where you spend 10 hours working at your desk. At seven you drive home, eat a bite and then go into your home office to finish up a few work items. Lights out at midnight but your mind is still on work and you find yourself thinking about your next day of work. The work just never seems to end. Does this sound somewhat like your life? Unfortunately, many Americans fall into a life revolving around their career and find it very unsatisfying.

As a whole, Americans work the longest week in the industrialized world. In fact, a look at the past 30 years shows a quickly rising rate of work. Since 1970, the number of hours worked by the average American has risen 20 percent, while the number of people working more than 60 hours a week is at a record high. Many would also argue that even though they may not be at their job, they spend much of their time thinking about or dealing with work-related issues. What does this all mean in the long run? Shorter hours with our families, lack of hobbies and personal interests, increased stress, less sleep, and possibly serious illnesses.

But what can we do about it? It is simple. Most business experts, government agencies, and healthcare representatives advocate that Americans learn to take a break. Many are taking their advice and choosing to simplify their work lives. This includes shortening their workweek, choosing work they love, and cutting out the non-essentials in their lives. Most find that they feel healthier and happier, as well as perform better on the job.

We can offer advice on changing current work habits, how to get organized, advise on ways to take more time off, how to possibly find a new job or passion, and then help you learn how to use your newfound free time with benefits for you and your health.

 

You Dream. We Deliver. Together.

We would love to hear from you! Please take a minute to let us know how we can help you and we will be in touch.