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Getting ready to retire

A lot of our clients came to us when they were nearing retirement. They had a lot on their minds, and perhaps their biggest concern was the ability to sustain the lives they’ve become accustomed to. If you’re feeling that way, you’re not alone.

You may also be –

  • Wondering if you’ve saved enough to live the retirement you’ve worked hard for
  • Worried that your portfolio has not been invested wisely
  • Thinking about helping your grandkids with college
  • Considering leaving a nest egg for future generations
  • Hoping that you can invest in a socially responsible and sustainable manner

Our clients come to us when they know they want to retire, but aren’t sure if it’s the right time and if doing it now, or later, will negatively affect the loved ones they will one day leave behind. During these times, we will work with you to make comprehensive decisions that will not only benefit you now but allow you to leave behind a legacy you can feel proud of.

We’ll work with you to –

  • Discuss your goals and expectations
  • Establish your time horizon
  • Review your need for income, growth, & flexibility
  • Evaluate your income sources & develop tax strategies to maximize income
  • Determine an investment approach to enable you to reach your financial goals.


There’s a lot to consider when preparing for retirement. Our experienced team of investment advisors would like to get to know you. We’re confident that you’ll like having us as your co-pilot on your journey.

Read Now: Social Security Fun Facts

Read Now: Social Security Fun Facts

We know that even if you feel well informed, preparing for retirement can be scary. Don’t let it drag you down!

In this eBook, we discuss common assumptions, questions, worries, and benefits surrounding retirement and social security benefits so you know how to prepare yourself and just what to expect when the time comes.