RETIREMENT AND LIFESTYLE PLANNING
Your personal journey – your defining experiences, perspectives on money issues, and your particular situation in life – is uniquely yours, and a cookie-cutter plan won't work for you. We begin by understanding your past, present, and future to advise on the best strategies to plan. Our team makes you aware of the specific financial implications of every aspect of your life, allowing you to gain and keep peace of mind so you can get back to doing the things you love.
Our retirement and lifestyle planning process includes:
- Analyzing your habits as it relates to your cash flow.
- Understanding the money you owe, the money you grow, the money used to live, and the money you plan to give.
- Identifying life transitions specific to your journey.
- Aligning your money to your goals and purposes.
Speak with an advisor about our retirement and lifestyle planning strategies.
Insights on Retirement and Lifestyle Planning
4 Ideas for Managing Health Care Costs in Retirement
Managing and wrapping your head around health care costs and health insurance may seem like a daunting task. A financial wellness study by PricewaterhouseCoopers found that over one-third of baby boomers—38% to be exact—said that the ...
Read MoreDo You Need to Sign Up for Medicare at 65?
For the past four decades, age 65 marked the time when you would leave your job, start your pension, file for Social Security, and enroll in Medicare. Not anymore. Since then, the retirement landscape has ...
Read More