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Many Americans entering retirement find that asset allocation and risk are just as important as how much they have saved. You’ve worked hard to save for retirement and now it’s time to enjoy it. Perhaps you’re wondering if all the pieces are in place for you to enjoy your ideal retirement. Are your assets allocated properly?

Two important components to any retirement are: the dreams you have for what it will entail and the work you must do to bring those dreams to life. While those two components exist for everyone, women may face unique challenges when on their journey to retirement.

We will work with you to help you uncover various opportunities and concerns that are unique to each income planning phase. Additionally, through our process we will help answer important questions you may have.

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Proper legacy planning is one key element of any successful retirement plan, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on your unique desires and whether it’s most important to you to preserve assets for future use, or transfer your wealth to beneficiaries.

While there is no shortage of things to prepare for in retirement, it’s critical to also address your health needs and concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.

What is your plan to minimize the taxes you and your family pay now and in the future? As part of our retirement planning process, we evaluate your current tax liabilities and partner with either your CPA or one of the CPAs we have a strategic partnership with, to develop a strategy to minimize taxes.

It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.