Retirement and Estate Planning is about love of family not just money
Where and when will you take income from your various assets and how much? A retirement planning advisor will establish an income plan. An income plan is a year by year breakdown of your retirement finances that takes into account outside forces such as inflation. It takes the anxiety and worry out of knowing what your income picture will look like. It means you don’t have to lose your lifestyle.
Give a love letter to your family. An Estate Planning attorney will provide your loved ones with clear instructions on what you want done after you pass. It takes much of the hassle and stress out of an already difficult time, and lets your family come together and focus on healing.
Long-Term Care Planning
Long-term medical costs are one of the biggest threats to a retirement nest egg. Through long term care planning on how to pay for them today means your legacy can go to those you love the most, and not a nursing home. It means never having to be a burden to your family, aging with dignity, and maintaining control over what you spent a life-time building.
What Our Clients Say
Trust and a Solid Reputation can only be earned with time, experience and performance. If you’re looking for a retirement and estate planning firm to help provide your family with guidance, than we hope you begin your search by reading some of our testimonials below, to see if our client’s experiences are what you are looking to find. We can talk about how hard we work to provide the best service possible, but it has much more meaning when it comes from the folks whom we have planned for in the past.
Check out one of their seminars, it's a great opportunity to start thinking about the stuff you haven't thought of and to start acting on what's important to you."
John is someone we have worked with for a number of years and we always know he will steer us in the right direction with our assets. He is very transparent and honest with what will be best for our future. Thank you John. Two great knowledgeable gentlemen in their field!!