Retirement Planning

Quality Independent, Unbiased, Financial Advice and Wealth Management

-Family Owned Since 1985

 
 
 
 

Retirement Center

We're happier today than we've ever been before. And we're living the retirement of our dreams!

Thanks to years of commitment to following our financial plan, I was able to retire at 60 - with enough income to allow us to lead the active lifestyle we enjoy so much.

What's ahead for us? Our first trip to Europe, next spring.

Over the years we've seen again and again how planning pays off.

Retirement. Just the sound of it brings a smile to your face. Rolling over instead of rolling out, or maybe volunteering at your favorite charity or traveling while still young enough to be adventurous! Our clients ignore the old stereotypes that financial independence means feet up watching daytime television. But So regardless of your age, where you work or your life situation, you should start planning now for your retirement. Even if you have a company retirement plan and expect to receive Social Security, those funds may not be enough to maintain your lifestyle when you retire. However, if you start planning now, you can take steps toward the retirement income you want.

Whatever your goals, a host of obstacles stand in your way. Taxes, inflation, a long life, medical expenses, low investment returns, too much (or too little) investment risk, all conspire against a successful retirement. Longer life expectancies, fewer defined benefit pension plans, corporate "rightsizing," the trend toward multiple job - even career - changes, and rising health care costs all make planning for retirement more critical now than ever before. Advice from advisors not experienced in the your unique needs and goals can create more problems than it solves.

We have over 20 years experience in working with clients planning for and successfully enjoying early retirement. We know the pitfalls and the cost of mistakes. If you're serious about obtaining and marinating financial independence before the rest of the crowd, give us a call or send us an e-mail to schedule a no cost meeting.

What You Should Know About Retirement

How to Select a Financial Advisor

From the Financial Planning Association (.pdf)

The How and Why of Financial Planning

Articles on Specific Topics