Plan for what tomorrow might bring

 

We focus on working collaboratively with our clients in both the accumulation  and utilization stages of Retirement Income Planning,  In fact we like to refer to our practice as Lifetime Income Planning, with our clients and we each have specific roles and responsibilities.  Our role is to understand our clients' retirement priorities, goals and fears in order to design, implement and manage a comprehensive retirement income plan that address these.  Our clients share their vision of retirement and provide the information necessary to design and implement a plan,  They verify that the plan meets their wants and reflects their priorities and adhere to an agreed upon management plan .!!!1