Retirement can be one of the most exciting and energizing events in a person’s life, and equally a challenging and anxiety provoking exercise where you determine how you will manage your life and your finances over the following 25 to 30 years or more. We regularly address several pre and post retirement issues, including Social Security timing, IRA Rollovers, asset allocation, income and tax planning, as well as trust and estate planning. We have financial planning tools and extensive experience in creating solutions that are as unique as the clients we have the privilege of serving.
Many of our clients have come to us as a result of receiving an inheritance from their family. This can be an emotional time, and we take pride in patiently providing details about taxes, investment strategies and creating a legacy for future generations. In many cases, we are referred directly from a client’s attorney or accountant, and we really view this as an opportunity to assist clients with their overall financial objectives. We realize that our services are not suitable for all situations, and our approach focuses on honest and open discussions to determine what is best for the client.