If you are within ten years of retirement we can help you better understand how you are currently positioned for retirement and create a plan to prepare for a successful retirement. If you have moved into full or partial retirement we can help create a retirement income stream, establish a healthy balance between current enjoyment and long term needs and maintain a portfolio that balances long term growth and safety. We also assist you with decisions on when to take Social Security or a pension and how to withdraw retirement funds in the most tax efficient manner.
After spending all day solving problems and making major decisions the last thing you may want is to go home and work on finances. We can help manage your finances so you have more time to do what you enjoy. We can provide investment advice and management that includes your company retirement plan and opportunities to invest in your employers stock. We can also assist with tax planning, retirement planning, estate planning and college planning for your children. Let us focus on your finances so you have more quality time with your family and friends.
We specialize in helping women who have recently been widowed or divorced. During this very difficult time we can be a partner to help you sort through issues that must be addressed immediately and put aside those that can and should wait. We work with you on your timeframe. We are here to help, support, encourage and guide you without any pressure or unnecessary deadlines.
We enjoy working with our numerous clients who are active or retired military and clients who work for defense contracting companies. We are familiar with military retirement plans and the unique financial opportunities available to military, retired military and employees of defense contractors
Our services are most effective in helping new clients who have over $500,000 in investable assets and are within 15 years of retirement or are currently retired. We also enjoy working with younger clients who are interested in getting started in the right direction. To assist our younger clients or those looking for a very limited scope of service, we offer a 2 hour Focused Consultation for $1500. This meeting is also ideal for those interested in how they are positioned for retirement.
