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Collaborate

Focus, Plan, and Prepare

Focus, Plan, and Prepare

Focus, Plan, and Prepare is how we ensure you are ready for the future. 

Focus begins with answering key retirement planning questions. Planning is the collaborative process to develop and tailor your retirement plan. We guide and prepare you along the way to improve your outcome.


Am I on Track?

Knowing what it will take to retire comfortably is the first step.


How much income will I receive in retirement?

Understanding the different ways you could receive income in retire will determine when you can retire. Social Security, Pensions, Annuities, Portfolio Withdrawals


Are my investments right for my situation?

Your investment selection is an important part of getting the outcome you want.



What happens if....?

Answering this question means understanding the three financial risks we all face and making sure you have a plan.


How should I plan for medical costs in retirement?

The unknown cost of rising medical cost require you have a plan to reduce the impact.


Are My Affairs In order?

In the end, how will you ensure your legacy is transferred in an orderly and tax efficient manner.



7-Retirement Planning Steps for Experienced Professionals