Retirement Planning

"I enjoy waking up and not having to go to work. So I do it three or four times a day."

- Gene Perret, author

Retirement planning involves evaluating your current financial standing and developing a strategy that will help to ensure a desired retirement lifestyle.

Because your retirement years can span decades, retirement planning will likely dominate other financial goals. A successful plan should address ways to maximize growth and tax-efficient distributions.

Every retirement plan we develop for our clients contains a detailed set of financial projections that can be used to address questions such as:

  • Can I afford to retire early?
  • How much do I need to save now in order to maintain my lifestyle in retirement?
  • How much can I safely withdraw each year to avoid outliving my money?
  • Should I keep an emergency reserve fund of cash?

Retirement planning is an ongoing, dynamic process. We will monitor your plan and update it to reflect changes in a your life, tax laws and market performance.