Retirement Planning

We work with you to develop a comprehensive retirement plan that incorporates all aspects of your personal financial life to give you the best possible chance of achieving your goals in retirement.

As you approach retirement, we shift your portfolio from primarily growth-focused to primarily income-focused. Once you’ve retired, we implement a lower-risk income strategy to cover your monthly expenses. We also conduct a thorough review of your Social Security benefits, taking into account your marital status, life expectancy, monthly income requirements, retirement goals and more. This allows us to optimize your Social Security payments and supplement your monthly income.