Financial/Retirement Planning Services "Planning is bringing the future into the present so that you can do something about it now." - Alan LakeinDo you want to have fun in retirement? Planning can make the difference and it doesn't have to be difficult. Working with a professional that understands your retirement goals can help you create a plan to make the most of your money - now and in retirement.All of our Financial/Retirement Plans are treated as a "living document" that can be updated and changed with your life and your retirement!All of our Financial/Retirement Plans for our Investment Clients are comprehensive:They include lifetime cash flow analysisThey identify and mitigate taxes issuesThey identify areas of risk you may not have thought aboutThey serve as a benchmark for portfolio performance*They give you the vision of what the 2nd half of your life is and help assist in making it a realityThey are goals-based capitol needs analysis which mean we can genuinely focus on our clients unique long term goalsThey evaluate risk tolerance independently of risk capacity. As a result we develop plans that reflect our clients' emotional reactions to market volatility, not just their financial ability to withstand volatilityHere are the reasons why you should work with us to create a retirement plan:Focus goals in retirement and how you will pay for themAddress your concerns and expectations for retirementIdentify things that could pose a threat to your retirement and manage themFeel more educated, confident, and in control of your financial futureTo help you navigate the complexity of financially moving into retirementHaving your portfolio managed to work in concert with your retirement planWhen life's unexpected happens, know that you can get answers and find a solution that keeps you and your retirement on track Have a Question Name Email Address Phone Question Thank you! Oops!