Are you hoping to retire — or achieve financial independence within the next five years? Have you already retired?

Withdrawing money and managing your assets in retirement can be complicated and the sense of risk can feel overwhelming. We can help. We have worked with hundreds of retirees to help achieve their retirement goals while taking into account their entire financial situation. We can make your financial life simpler and less stressful so that you can focus on reaping the benefits of a lifetime of work and saving.

Areas we can address include the following:

  • Retirement spending plan
  • Identify sustainable withdrawal amounts
  • Develop and implement tax-efficient retirement income withdrawal strategy
  • Social Security optimization strategy
  • Analysis of pension options and optimization strategies
  • Review of risks such as chronic illness and longevity
  • Management of assets to support retirement income
  • Estate planning and making sure “your house is in order” for your heirs