During their working years, most people view retirement as the end game. They view it as a destination they are trying to reach. Once they are finally there, they soon realize that it is not the end but rather a transition from one phase of life to the next. For the average retiree, this new phase of life may last two, three or even four decades. While your definition and experience of retirement will be unique to you, there is one thing that will be the same for us all. And that is the question of “Will I be able to afford this?” Quite often, people are confident in their financial plan during their working years-when they are accumulating money. But as retirement nears, they realize they do not feel quite as confident in their plan as they now have to take money out. We create a customized financial plan and offer a variety of services to ensure that you can answer “yes” to that difficult question.
