Recently Retired


Congratulations on your retirement. How are you doing taking in this major life change? Our clients say their emotions run high – from euphoric to nostalgic and everything in between. It may take getting used to an independent schedule. How will you spend your time? Will it turn out better or worse than you thought? And what happens if you spend more at first than you’ve planned for? This may be the time to engage in our planning process and let us help you feel more educated about your finances in retirement. We will listen to understand what’s keeping you awake and work on strategies. Please call or contact us.

If something happens to my spouse, could I continue my lifestyle?
Should I regularly update my Will & Trust?
Should I pay off my debts early?
What are the considerations before transitioning my 401k from my previous employer?