Congratulations! This is the chapter that you have been working hard to get to all of your life.

You’ve taken the next step – now what? 

You’ve accumulated retirement assets but will it be enough to get you the type of retirement you have always envisioned?

Having a financial plan can help you make smart, tax-efficient decisions when taking distributions from your retirement assets.  We will look at all of your investment strategies designed to produce an income stream and develop a personalized plan that will provide for daily expenses and obstacles you may encounter.

Once we’ve worked together to develop an income strategy that works for you, we’ll help you track it and keep it relevant as you travel on that road in retirement.