We believe the classic quote from Benjamin Franklin – “A failure to plan is a plan to fail.” Most clients will, at some point, make the transition from working to retirement.
In that process, most have the same set of questions:
How much money do I need to retire?
How much can I afford to live on?
How long will my money last?
At what age can I afford to retire?
At what age should I take Social Security?
With our planning process, we help alleviate the stress associated with planning for retirement and help clients answer those critical questions.