Broker Check

Retirement Plans


Reviewing your current income and spending habits. Reviewing gives you a good indication about your spending in retirement. It helps determine if your financial goals are realistic.


Analyze your net worth. It will identify:

Long term debts which may not be paid off prior to retirement

Assets available to meet your retirement needs


Identify and prioritize:

            What you want to do in retirement

            What legacy (if any) you want to leave after you are gone

            Issues in later years--providing for a spouse after death, living longer than expected and needing care as you become frail.


If you currently have a retirement shortfall, we can discuss ways to minimize or eliminate it now! Allow us to learn about you and your family and help you plan well for the future.