The Retiree

For those nearing or having already reached retirement, this is a time where much of the planning done over your career will be paying off.  We like to think of retirement as your second childhood, but without supervision.

Along with doing all of the things that you promised yourself you would do when you retired, it is also the time to take stock of where you are at, and what kind of legacy you are wanting to leave behind as well as accomplishing what is most important to you.  Below are some of the most common areas that we help retirees.

  • Long Term Care
  • Legacy Planning
  • Distribution Planning
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