You’ve spent years preparing, and now the time is here. Retirees have a unique financial position, and it’s easy to find yourself asking questions, such as:

​

• How much income will I have?

• When should I begin taking out Social Security?

• Do I have enough saved or is there a possibility of running out of money?

• How do I take my income from retirement accounts (401ks, IRAs, etc.) the most tax efficient way?

• How do I structure my companies' pension?

• Should we try and pay off our liabilities before we retire?

• Should we use Original Medicare or Medicare Advantage?

• Where will my money go if something happens to me?

• How do I structure my charitable giving the more tax efficiently?

​

Our advisors understand your questions and will work with you to ensure your Golden Years are everything you dreamed of.