Retirees and Pre-retirees
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
We work together to evaluate and create a financial plan to help you reach your financial goals we review frequently and and make adjustments when necessary to keep us on track to achieve your lifetime goals.
With our help, your wealth can pass in the most efficient way to your loved ones or charitable endeavors through estate and legacy planning. With guidance from our team, our process Includes:
- Retirement Income Planning
- Required Minimum Distribution Planning
- Social Security Planning
- Estate and Legacy Planning*, including Life Insurance
- Tax Planning*
- Distribution Strategies
- Healthcare Planning*
- Long-Term Care Costs
*Available on site through Payant Tax Services, Payant Insurance Solutions Inc. (home, auto and business lines offered through RTI Insurance Services) and Joseph Pippen Esq.