Planning For Retirement
Prudent management of your financial life will afford you the best possible opportunity to meet your financial goals. Of course your goals are unique to your situation and may include college funding, retirement income, providing for your heirs or charitable giving ... along with an unlimited range of opportunities you may want to pursue. The purpose of financial planning is to reveal exactly where you stand and the possibilities and probabilities of achieving what you desire.
Social Security planning and maximization is an important part of this process. Over 90% of beneficiaries receive less than they are entitled to because they fail to consider all of their options and proceed without a maximization plan. We use a highly acclaimed software package to fully analyze every possibility - so nothing is left to chance.
We view this process as something which should be highly adaptable to your specific needs - from the very complex and comprehensive to much more basic solutions. We rely on industry leading software to assist us in formulating our reports and maintain each plan as a "living" document which can be easily be updated or revised as your future unfolds.
Unlike many of our competitors we view this service as an important component of our investment management process and offer it to our clients at no additional cost.