Ready to Retire

You’ve gone through many changes in your life – perhaps new jobs, moving to another city, raising and launching children, caring for aging parents and now it is time for YOU! Retirement!


What does it mean to you? Are you retiring to something, or merely quitting your job? Successful retirees retire to something. You’ve worked hard, saved and invested, but is it enough to sustain a desired lifestyle for the rest of your life? You think so, but you’d like to be sure, and to have someone take over the day to day investment decisions so you can spend your time doing whatever makes you happy.

Chances are you have questions about:

When should I apply for my Social Security benefits?

Am I really ready to retire and how will that impact my family life?

What should I do with the money in my company 401(k)?

Where will my income to pay my lifestyle expenses come from because Social Security isn’t enough?

Where should I live?

How should I arrange my estate plan to save on taxes and preserve my legacy?

which can be provided to your attorney to help with your estate planning.​

We have helped many people successfully transition into retirement


and we can examine different scenarios of what your goals may be to help you make the best decisions. Most importantly, we listen to what your vision of retirement is and help you think about are you ready. There are several good reasons to retire; the time is right, you have more compelling things to do with your life or your job is changing. There are also several good reasons not to retire; your work is your identity, you will miss the people you work with and you want to stay intellectually active. We ask you hard questions to help you examine these issues for one of the most important decisions you will make. Creating and executing a comprehensive Financial Plan will increase your chances of success.

Questions to Ask when Interviewing a Financial Advisor


You know you need some guidance and good, unbiased advice, but how do you know whom you should work with? You don’t know the language of the financial world and everyone you talk to talks over your head. Here is a list of questions that you should ask anyone you are interviewing for one of the most important jobs of their live – Advising YOU!