Pre-Retirees

Retirement is getting closer. Are you ready?

You’ve spent decades working, saving and contributing to retirement accounts - and now retirement is starting to feel very real. But have you saved enough? When should you start taking Social Security? What should you do with your 401(k) when you leave your employer? How much income will you actually need each month? Will you still be able to travel, help your family, enjoy your hobbies and maintain the lifestyle you’ve worked so hard to build? And perhaps the biggest question of all: WHEN can I afford to retire?

We can help you turn years of saving into a retirement strategy. We’ll look at your retirement accounts, investments, pensions, Social Security, anticipated expenses and other sources of income to help you understand where you stand. From evaluating retirement income options and reviewing insurance needs to planning for taxes, healthcare expenses and required distributions, we can help you prepare for the transition from earning a paycheck to relying on the assets you’ve accumulated.