RetireeesNURTURING WEALTH SO YOU CAN LIVE A LONGER, BETTER LIFE IN RETIREMENT
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.
We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.
- Retirement Income Planning
- Social Security Optimization
- Estate and Legacy Planning
- Tax Planning
- Distribution Strategies
- Healthcare Planning
- Long-Term Care Costs
Joan was named to the 2023 edition of the Forbes list of Top Best-in-State Women Wealth Advisors The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands...
For family-owned businesses, the dream is often for the next generation to take up the reins and continue the legacy. After all, your business likely represents a significant part of your family wealth, but it’s likely the most significant gain may come when the business is...
ESTATE & GIVING Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more rewarding...