Life Cycle Stage:  Post Retirement 

At the post-retirement life stage, most planning revolves around living your life gracefully and preparing to transfer your assets either through gifting or your estate.

• Stick to your budget to make your retirement portfolio last.
• Manage your Medicare & Social Security benefits.
• Optimize your Estate plan to effectively and efficiently transfer your wealth.
• Review your end of life plan so you can live out your golden years gracefully and with dignity.

Targeted Planning

Interested in targeted financial planning for safe spending levels in retirement or on a detailed end of life plan?  Click here for more information on a targeted service to put you on the right path. 

Comprehensive Planning

Those fortunate enough to have a reasonably large estate can take the next financial step by developing a comprehensive and integrated financial plan that focuses on multi-generational giving.