Our retirement planning services typically include projections of your likelihood of achieving your financial goals, often focusing on financial independence as the primary objective. For situations where projections show less than the desired results, we may make recommendations, including those that may impact the original projections by adjusting certain variables (i.e., working longer, saving more, spending less, taking more risk with investments).

If you are near retirement or already retired, we will do a thorough analysis of your social security and pension benefits, as well as retirement accounts and other assets available for retirement needs. Advice may be given on appropriate distribution strategies to minimize the likelihood of running out of money or having to adversely alter spending during your retirement years.