Living in retirement

You’re finally free to pursue your passions and check items off your bucket list. We can help you:

• Plan to pursue lifelong goals, including travel and charitable endeavors
• Project healthcare costs and consider Medicare and long-term care coverage options
• Make the most of your income streams, such as Social Security

Life has settled into a peaceful rhythm as you enjoy memorable moments in time. We can help you:

• Update your estate plan and check beneficiaries
• Set up a tax-efficient wealth transfer strategy
• Have meaningful legacy planning conversations with your family

As the honeymoon ends, a clearer vision of the rest of your life begins. We can help you:

• Review housing options – aging in place versus downsizing
• Create a dynamic, efficient budget for healthcare costs
• Consider other longevity concerns as part of your financial plan