Preparing for retirement
As you prepare for the milestone of retirement, careful planning is essential to ensure you’re ready for that phase of life. The question now is how to set yourself up for lasting financial confidence. As your financial guide, we’ll help you develop a strategy tailored to your goals, from building an income plan to strategies for savings and minimizing taxes. After all, the work you do now will help to set the stage for a fulfilling and confident retirement.
Explore services
Financial guidance to help you live in retirement the way you’ve always dreamed of.
Distribution strategies
Social Security
Legacy planning
Wealth preservation
Healthcare planning
Longevity planning
Three considerations in retirement
It’s common to have questions swirling as you plan for retirement. Take comfort knowing we can help you decide when to start tapping social security, how much you should allocate for healthcare as you age, and how you can leave a legacy that honors your story. We’re by your side through it all.
Milestones
Honeymoon phase
You’re finally free to pursue your passions and check items off your bucket list. We can help you:
- Plan to pursue lifelong goals, including travel and charitable endeavors
- Project healthcare costs and consider Medicare and long-term care coverage options
- Make the most of your income streams, such as Social Security
Reflection phase
Life has settled into a peaceful rhythm as you enjoy memorable moments in time. We can help you:
- Update your estate plan and check beneficiaries
- Set up a tax-efficient wealth transfer strategy
- Have meaningful legacy planning conversations with your family
Turning point phase
As the honeymoon ends, a clearer vision of the rest of your life begins. We can help you:
- Review housing options – aging in place versus downsizing
- Create a dynamic, efficient budget for healthcare costs
- Consider other longevity concerns as part of your financial plan
Related Resources
Protecting your Social Security payout
Infographic: Five habits of 401(k) millionaires
Through the back door to bigger retirement savings
Infographic: Navigating Medicare
The psychological side of spending your retirement savings
Maintaining income after retirement
Infographic: Debunking Social Security myths
Is a niche retirement community right for you?
Retiree in training
Making the most of a Roth IRA
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