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We enjoy working with pre-retirees and retirees to help plan their finances for retirement and future generations. Ask us how you can turn your lifetime of hard-earned savings into reliable monthly payments and ongoing savings for emergencies or future goals. 

The planning process ensures your income strategies are designed to last the duration of your retirement and beyond. Properly structuring your withdrawals and distributions in retirement is also important to reduce your tax burden and make sure you’re not paying more than your fair share in taxes.

Our retirement planning services include:

  • Cash flow management
  • Required minimum distributions
  • Tax strategies
  • Life insurance and other risk management strategies for emergencies
  • Social Security optimization
  • Medicare planning
  • Long-term care needs
  • Investment strategies
  • Estate planning

We also work directly withJeff Dorko, an estate planning attorney, to prepare your assets for the future and help ensure your final wishes are honored when you pass away.