Retirement Planning


On a scale of 1 to 10 (with 10 being the highest), how prepared are for your retirement?

There are four major questions you should ask yourself when considering your retirement plan.  Wouldn’t it make sense to know the questions and understand the answers to each of them?  We believe strongly that these four questions are fundamental in every financial plan.  If you are married or not, the questions don’t change and knowing the answers will increase the likelihood of a fantastic retirement lifestyle. 

We take a fundamental look at each client’s vision of their retirement and help them understand if they are on track, or not. More importantly we take the time to help them understand what needs to happen to make sure that their vision for retirement will come true.


  • #1) When should I start Social Security payments? 

    #2) When can I afford to stop ‘working’?

    #3) Do I need long term care insurance?

Complimentary One-Hour Consultation!