For retirees, it’s all about preserving your wealth to fit your lifestyle and comfort level. You’ve worked hard your whole life. Sustainable income throughout retirement and maintaining your lifestyle may be your highest priorities. The last thing you want to worry about is outlasting your savings. Your priorities are our priorities. We help with income projections, distribution planning, estate planning, and other essential needs such as life insurance and long-term care insurance.
Lives In Transition
Losing a spouse, either through death or divorce is difficult – both emotionally and financially. Many are afraid of outliving their savings or not having sufficient income to maintain a lifestyle. During this time of transition, a person may be managing his or her own financial affairs for the first time. Emotional transitions lead to emotional decisions, which may not always the best. In these situations, bad financial choices only compound emotional distress. We want what is best for you.