Retirement Planning

Typically, people's retirement money comes from Social Security, qualified-retirement plans, personal savings, and investments.

Retirement needs analysis

We will work together to estimate your financial needs for retirement, take a close look at your potential retirement-income sources, and evaluate the factors affecting your retirement planning.

Distribution strategies and taxation

  • Social Security and Medicare
  • Medicaid
  • Retirement plans (IRA, qualified plans, nonqualified plans)