Pre-Retirees and Retirees


Retirement isn’t a one size fits all situation. It looks different for every one of our clients.

Our retired and pre-retired clients are typically married homeowners and individuals who want to make sure they're okay and that they haven't forgotten anything that could throw a monkey wrench into their retirement plans.

They want to make sure that they have enough money to continue to live their current lifestyle and never have to worry about running out of money no matter what. They're typically concerned about when to take Social Security, how to plan for healthcare needs and long-term care expenses, making sure their estate is in order and that they’re prepared for the unknown.

We help them visualize, clarify, and then prioritize their goals based on their values. We help them put together a “retirement paycheck” based on their current income sources and assets as well as assess how much risk they will need to take to meet their goals using our Envision® planning process.

In addition to their investments, we look at their entire financial picture, including liabilities, taxes, insurance coverages, potential costs for healthcare and long-term care, their estate planning, and their philanthropic goals.

Remember, This isn’t the finish line – it’s the start of a new chapter in your life and we want to help you make sure it’s the best chapter yet.