As a firm, we take a long-term view of our clients’ retirement plans by creating financial roadmaps that address specific goals and objectives. Periodical reviews allow room for adjustments along the way, ensuring their finances stay on track.
We offer access and advice regarding Traditional and Roth IRA’s, SIMPLE and SEP IRA’s, as well as employer-sponsored 401(k)’s and Profit-Sharing Plans.
Getting down to business
We like to start at the very beginning. By developing a budget, we can reasonably estimate how much our clients will need to routinely withdraw from their retirement accounts, as well as Social Security and pension benefits. From there, we look at whether the client is at risk of outliving their money − longevity risk − and put together a plan to address that risk.
Client satisfaction, as well as providing useful and timely information, are of the utmost importance at our firm. When the market is not great, we provide the highest value to our clients through behavioral coaching (decision-making), withdrawal advice, and whether or not to rebalance portfolios.
Need help with your retirement planning? Let us help you craft a solid plan.