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Retirement Transition Planning

The question isn't at what age I want to retire, it's at what income.

This much anticipated time in one's life is full of excitement, hope, some anxiety and a fair amount of confusion. The decisions you make today will affect the rest of your life. All those years of planning boil down to a few crucial decisions. Our Retirement Transition Planning services help take the guesswork out of those decisions. This service includes an analysis of tax consequences of lump-sum distributions vs. IRA rollover, monthly pension benefit alternatives, post-retirement cash flow planning, portfolio evaluation, investment advice and asset management, social security benefit alternatives and their related tax consequences, review of wills and trusts, long-term care needs, transfer of assets, and strategies to minimize income and estate taxes.

As you can see, this one service integrates tax planning, personal financial planning and investment advice.