Retire Now


Retired now (or within 1 year of retiring)

You are currently retired or within a year of retirement and have concerns as to whether you will have enough retirement assets.  We can help you answer questions regarding Social Security and Medicare to determine what options work best for your situation.  You may have multiple retirement accounts and need someone to provide a comprehensive approach on how each of them will be able to provide retirement income.  Now that you are within a year of retirement or currently retired, you may have questions, such as:

  • Will I have enough cash for retirement?

  • Will I need long term care?

  • Do I have enough money to cover unexpected expenses?

  • Will I have enough money for major medical expenses?

  • How can I make sure my family receives my assets?

  • How do I get help with estate planning?


Not sure where to start?