Assess

Your current situation is our starting point.  Tell us your story and we’ll better understand how to summarize today’s picture of your life.  How did you get where you are today?

We’ll need to see details about your income, expenses, savings and assets.  We’ll want to know the current stage of your career, when you want to pursue other endeavors or if an active retirement lifestyle has been your daily routine.

Discussions will address your needs, income requirements, savings and assets, your career, retirement goals and desires. Planning and reviewing Medicare and Social Security benefits, tax planning, estate planning and corporate benefits are also a necessary part of the process.