In retirement planning: typical age 67 to 86


Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals.  This includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to determine if the retirement income goal will be achieved. Assumptions such as inflation rate, taxation, and other factors are used to project cash flow into the future.

This is the stage of life to relax and enjoy the nest egg you’ve built over the years. You may choose to spend your golden years with family, watching your children and grandchildren grow and start families of their own. With guidance from our team of professionals, you can arrange your affairs to maintain your lifestyle in retirement, mitigate risks of long-term care, and leave a legacy to those you love.

Price is quoted per hour.



  • Cash flow analysis
  • Debt management
  • Budgeting
  • Retirement goal setting
  • Review employer-sponsored plans (401, 403b, 457, TSP, etc.) or self-employed retirement plan
  • Tax savings strategies
  • Pension maximization
  • Social Security optimization
  • Medicare planning
  • Long-term care planning
  • Finding solutions to extend existing resources
  • Preparing and confronting financial issues when emergencies occur
  • Demystify Medicare and its various supplemental plans to cover long-term care
  • Reviewing and updating estate plan


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