Navigating Retirement

It’s never too early, and it’s never too late, to start planning for your retirement.

Whether you want to retire early or are happy to work into your 70s, we will work with you to plan for a comfortable retirement.

When we craft a retirement and income plan with a client, we consider:


We’ll assess how much money you’ll need for your retirement years. Where will it come from? What strategy might we use to get there? We’ll look at your financial future and decide together if you need to make changes in your current spending, investing, and planning.


It’s important to be strategic about how you withdraw money from your taxable retirement accounts. We’ll help you avoid incurring more than you need to pay in taxes.

Health Issues and Health Insurance

We’ll help you plan for unforeseen health challenges and look at options for your care. How will you use Medicare? Will you live with a family member? Is long-term care insurance right for you?


There is a wide array of products available to help you invest for your future. We’ll walk you through them—from mutual funds, annuities, bonds, stocks and CDs—and choose the ones that will help you achieve your retirement goals.

Contact us about Navigating Retirement