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 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 your life, the tax laws, and the market's performance.