Retirement Options

With the amazing reality of longevity and millions more living well into their 80s and 90s, the challenge is achieving the retirement you want – however you define it.  Making choices relative to this phase of life can often feel overwhelming.  It is important to anticipate how much annual income you may need to support the lifestyle you want.
Our team assists clients with retirement planning by asking valuable questions and addressing individual income needs.

Some of the questions we ask:
  • What do I "want to have" versus what do I "need to have?"
  • Will I outlive my money?
  • What strategies exist to expand my income?
  • When do I start distributing what I have saved or invested?
  • How does Social Security fit into my overall plan?