Retirement is a Journey
Where do you want to go?
Pre-Retirement Planning
Even if retirement is several years away, it’s a good time to start the conversation. You’re probably wondering about the financial needs of retirement. We can help you think about the bigger picture.
- What lifestyle do you envision?
- What are your passions?
- What are you retiring to?
Stages of Retirement
Retirement is a process as individual as you. While
your financial, physical, social, and psychological needs
will be different from anyone else’s, there are three
stages to retirement that we all have in common.
- Stage 1 – Prepare
- Stage 2 – Purpose
- Stage 3 – Prosper
Leaving a Legacy
Your legacy is about more than just your assets. In addition to long-term care and who gets the heirloom silver, contemplate how you want to be remembered, what you want to leave behind, to whom, and when.
There is a lot to think about—and we’re here to help.