Whether you are in the accumulation phase or have already retired, a sound strategy is critical to:

• Meeting your retirement income needs, desires and expenses
• Maintaining lifestyle choices and priorities
• Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

We can help you develop a comprehensive plan for:

• Identifying and pursuing your lifetime income goals
• Minimizing taxes on income—now and during retirement
• Evaluating the variables in your retirement plan to ensure alignment with your objectives
• 401(k) and Other Workplace Distribution Options
• IRAs (Traditional and Roth) and Conversions
• IRA Consolidations and Transfers
• Retirement Income Strategies