Many of us received a paycheck during our working life. In retirement, we have to create a new type of paycheck. We review your resources and your goals to develop strategies to create a new paycheck for you to live on.
Life expectancies continue to rise, changing the way we think of retirement. We view retirement as a life transition. With many people spending one-third of their lives or more in this phase, we will help you to define your vision of this period. Will you work part-time at a job you enjoy? Would you rather not work at all? Do you plan to volunteer your time for a non-profit organization or a cause you believe in? Our role is to help you define this future and see how your finances fit with your vision.