Retirement Planning & Income Analysis

Retirement Planning & Income Analysis

Our goal-based planning process helps you meet your financial goals while also addressing your retirement risks. Together we believe this process allows us to help you build a more secure retirement income plan.

Whether you are still working or already in retirement, a strategy during retirement is essential to help you:

  • Meet your retirement income needs and expenses
  • Maintain your lifestyle choices and priorities
  • Ensure that your dreams and goals are well-funded

We can help you develop a comprehensive retirement plan to:

  • Identify and plan for your lifetime income goals
  • Minimize taxes on income – now and during retirement
  • Evaluate how your different goals affect one another
  • Address the risks to retirement

Our retirement planning services can include but are not limited to the following:

  • Retirement income planning
  • Social Security Optimization
  • Goal & tradeoff planning
  • Employee benefits planning
  • Stock option planning
  • 401(k), annuity, and pension strategies
  • Long-term care planning
  • Employee benefits
  • Employee retirement plans
  • Life, disability, and health insurance