Retired / Soon-To-Be Retired

What happens when the paycheck stops? This is the question that becomes top of mind as we approach retirement. The markets are very forgiving in the accumulation phase of life as market downturns happen at a time when excess cash flow is being averaged in at lower prices. Once the shift to the withdrawal phase is on the horizon, preparing for major market downturns (referred to as sequence of return risk) cannot be overemphasized. 

These are some of the questions that we help those in this stage of life answer:

We May Mutually Benefit from Working Together if You:

Insist on full disclosure with no hidden conflicts of interest.

Value a comprehensive service that covers all aspects of your financial life in coordination with your insurance, tax, and legal professionals.

Prefer a boutique, client-centric firm with roots in the community that puts your interest first.

Would rather delegate the implementation of financial and investment matters to an experienced professional.

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Please don’t hesitate to contact us with any questions or concerns. We’re eager to hear from you and assist in any way possible.