Retirement Planning

We identify and apply strategies to help you fund retirement, transition to retirement, and ensure you have adequate retirement income. Our comprehensive financial planning service incorporates a six-step planning process:

1. Identifying and prioritizing financial and life goals

2. Gathering and organizing financial data

3. Analyzing financial information

4. Proposing written recommendations

5. Taking action

6. Tracking progress

We create a personalized financial plan using MoneyGuide, a dynamic, interactive financial planning experience that helps us:

• Identify and prioritize your life goals

• Build a personalized, comprehensive financial plan

• Consolidate and organize all your financial data in one place

• Run “what-if” scenarios to test major life decisions

• Stress-test your plan against market volatility, inflation, and other major risks

• Plan for retirement income, taxes, insurance, education, and legacy