There’s a lot going on in the last few years before retirement – you’re wrapping up your career or planning to sell or hand-off a family business.  But it’s also critical to start planning for retirement while you are still working, because it gives you the most flexibility to strategically implement income, tax and health insurance strategies that can protect your capital and grow your wealth.

Retirement isn’t just shifting your portfolio asset allocation towards throwing off income – it’s a complex mechanism with a lot of moving parts that all impact each other. Done correctly, you can lay the groundwork for a retirement income that can exceed what you think your existing assets can provide.  

We take an education-based approach to helping you make these decisions. We make the complex simple and lay out strategies that can creatively work with your assets. Our goal is to take the worry of retirement planning off your plate, so you can enjoy these last few working years before you transition.