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Retirees

We have helped many clients retire successfully, so we have expertise in solving your unique challenges.

Key issues we help retirees with are:

  • Leaving your job confident that you can afford to do what you want
  • Drawing on your assets as tax-efficiently as possible
  • Navigating health insurance when employer-based coverage ends
  • Comparing Social Security claiming strategies 
  • Managing investments in an evidence-based manner
  • Passing on assets to children and charities
  • Coordinating with your CPA, attorney, and other advisors
  • Leaving finances to us so you can focus on enjoying life

We know how hard you've worked to get where you are. Our mission is to take the worry off your plate and give you confidence in your financial future.