Living in Retirement


We continue the financial planning process throughout retirement to protect, preserve, and manage your assets to create the income you need to enjoy retirement. We continue to work with our clients to address financial questions, including:

  • How do I establish my budget now that I have stopped working?
  • How often should I review and adjust my investment/income plan?
  • Are there ways to boost my retirement income?
  • What investments are available to help minimize my taxes?   
  • What are my insurance needs in retirement?
  • How have my estate and charitable gifting plans changed?
  • How can I put together a legacy plan for distributing my estate according to my wishes?