Helping You Navigate Towards Your Retirement Destination
What’s your retirement roadmap?
Don’t start your journey without helpful resources and guides.
CHECKLISTS
KNOW YOUR FINANCIAL LIFE STAGES
Every milestone in life has a Standard of Care. The Standard of Care approach helps you rise to those challenges using checklists to make sure important steps are not forgotten. Here are some examples of life stages you can expect to discuss with us.
The Standard of Care utilizes a checklist approach for each stage of life that helps us systematize and elevate the quality of care that we provide our clients, which goes beyond some advisors who seem to deliver advice spontaneously.
*Click Below to Download Your Checklist
Retirement Roadmap Radio
When part of your financial strategy is out of tune, your long-term goals, retirement savings and financial legacy can all suffer. Our podcast series offers information to help you navigate Social Security, retirement income planning, wealth management and much more. Listen in as we address pressing financial concerns and provide helpful strategies to put you on the path toward achieving your retirement goals.
The New Holistic Retirement
Emerging Risks for American Savers… and How to Overcome Them With long Game Thinking.
The Road Less Traveled
Many people just “head west” toward retirement, with little or no thought about the goals, or how to get there. Then many put money away in a 401k, and perhaps have a goal or two about retirement, but when it comes to having a well-thought-out plan, well it just doesn’t happen.
You’re invited!
Join us as we discuss various retirement topics including Federal Benefits, Social Security, taxes in retirement, Medicare, and Legacy & Estate Planning.
Maximizing Your Federal Employee Retirement Benefits
This informative workshop is designed to help you better understand how your federal benefits fit into your retirement income plan and begin preparing for retirement. We’ll cover FERS eligibility requirements and annuity calculations, survivor benefits and how to draw income from your Thrift Savings Plan.
