Answering Your Questions

Retirees have different risks than working professionals do. And they have different questions and concerns throughout their retirement. We understand your unique needs, and answering those questions is what we focus on.
Some may think the process of retiring always boils down to one question:

  • Will I have enough money to retire?

That's actually only part of the issue. We take a much broader approach. Retirement, and the financial decisions that come with it, is complex but it doesn't have to be confusing. We believe what sets us above the pack is our comprehensive overview of all the key issues involved in your retirement. That includes, but is not limited to:

  • Cash Flow: Taking your cash from the most effective and tax efficient services, and having adequate cash reserve.
  • Health Care: Having a plan to deal with your long-term health care needs or being aware of your risk exposures or other possible health scenarios.
  • Portfolio Construction: Making sure your portfolio is constructed in a way that's consistent with your specific goals and objectives, and is routinely monitored.
  • Insurance: Reviewing all your insurance needs for a comprehensive picture.
  • Estate Planning: Making sure your asset ownership and beneficiary designations are consistent with your goals and/or your estate planning documents.

We'll help answer your questions within these key areas, and then provide you with the direction you need to help you reach your financial goals.