Retirees
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 family and career
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.