RETIREMENT AND ESTATE PLANNING

Successful financial planning insures there will be adequate resources available to you when you need them or choose to retire. Our approach to retirement planning is tied to your long range goals, and is established when we begin our relationship. It is designed to be fully integrated with your basic investment strategy and targeted to insure you are in control of your retirement timing and lifestyle requirements along the way.

A progressive retirement plan also includes your goals of passing wealth on to your heirs and other beneficiaries. We have years of experience working with insurance, banking and legal professionals developing programs that minimize the consequence of taxes, while meeting the goals of our clientele and their heirs. Whether the program requires the development of a trust or more unique gifting strategies, every logical avenue is explored to meet your objective.