Nearing and During Retirement

Nearing and During Retirement - This should be the most enjoyable and fulfilling time of your life. Have a plan which includes:

  • How to create an income stream from your assets.
  • How your medical expenses will be covered.
  • How to provide for a long term care situation.

To help in that transition we will review tax considerations of your plan and portfolio with your accountant and review estate provisions of the plan with your attorney. We are here to make it go as smoothly as possible to make this time of life less stressful.