Our Process

A Successful Retirement Strategy

As we prepare your personalized retirement strategy, we’ll ask you to consider the following:

• Where do you see yourself in the next 10 to 30 years?
• What is your tolerance for financial risk? Is your current portfolio over-exposed based on your nearness to retirement and economic outlook?
• How are you prepared for unexpected life events?
• Where will income come from in retirement? Will you have pension payments, dividends, Social Security, or other forms of income?
• Be prepared with a list of all your assets, including current accounts, retirement assets, and home equity.
• When do you expect to start relying on your assets to cover living expenses?
• Do you have an estate plan? This is not only important to ensure your assets are distributed per your wishes, but it can reduce taxes and ensure your health and care needs are met.