Retirement

Retirement is much more than an algebraic equation. Yes, there is math about how much you have saved relative to what you’ll need in retirement to avoid running out. We’ve got that covered. But there are non-financial areas that are critical to a happy retirement – health and nutrition, self-identity, personal relationships and social life. We can help you assess your preparedness and enthusiasm, and partner with you for a retirement filled with confidence, independence and dignity.

Want to get a quick and easy assessment of your retirement readiness that can help guide a conversation with us? Click to complete a Fit-To-Retire® Readiness Assessment.

College

As a parent, you have 18 years to prepare for college bills. Let us help you think through the best strategies to be all set for a college education. College is expensive, but it doesn’t have to break the bank. Let us help you get an A+ in readiness!

Special Needs

There are unique planning considerations for those with special needs that need to be addressed, including government benefits, special needs trusts, lifetime income, guardianship, education and caregiving.

Let us help you make the best decisions to provide lifetime support for your children or grandchildren with special needs.

Unexpected Events

Mike Tyson once said, “Everyone has a plan until they get punched in the mouth”.

Death, divorce, job loss, illness, accidents, natural disasters – you name it, our clients have been through them.

As planners, we do our best to prepare you and help you protect your finances from the unexpected. But when the unexpected happens, we will empathetically walk with you through the financial and emotional process, back to a confident you.

Personal Finance

Managing your money is more than just your 401(k) investments. It’s about debt, credit, and budgets. It’s about how and how much to save outside of your retirement account. It’s about how much house you can reasonably afford. Or whether that vacation home makes sense. It’s about how to pay less in taxes. The list goes on and on.

Let us help you with the whole picture.