Retirement Planning

Start Planning Tomorrow…Today!®

Our Retirement Process Road Map

Our Retirement Planning process is designed to help individuals or couples at or near retirement answer the following questions:

  • Can I retire when I want to?
  • Will I have accumulated the money I’ll need?
  • Will I run out of money too soon?
  • Should I start Social Security now or wait?
  • Which should I draw down first—my IRA or regular accounts?

The Retirement Planning process is designed to give you a clear picture, perhaps for the first time, of where you stand financially. Many families have no idea how much money they have in their estate, how they spend their money, or what they want their money to do for them.

A CFP® Professional Can Help You See Clearly

When you complete our Retirement Planning process with one of our Certified Financial Planner™ professionals, you will be provided with direction and discipline. Without this, impulsive, random decisions are often made without knowing or understanding the ramifications of those decisions down the retirement road.

We often like to say that “Retirement Planning is like looking down a long road with a pair of foggy glasses,” but without planning, it’s like starting down a long path with your eyes closed and your fuel gauge broken.

By completing our Retirement Planning process, you will have the peace of mind knowing where you stand financially, where you’re going and what steps you need to take today so you don’t look back 10 or 20 years from now with regret. So take the time. You and your family are worth it!