Do you want to live a longer, better life in retirement? You need a retirement plan that works for you, nurturing your wealth so you can enjoy the life you’ve envisioned while also mitigating risk.
A thriving retirement won’t happen by accident. We work with you to map out your needs, dreams, and determine the probability of reaching your goals. We examine multiple scenarios, discuss trade-offs, and find solutions to your most pressing concerns. As you move closer to your golden years, we monitor and update your plan to keep you moving in the right direction.
With retirees living longer, more active lives, our full range of resources helps overcome the challenges that go hand-in-hand with this profound milestone.
Here’s what you can expect from your retirement plan:
- Retirement Income Planning
- Social Security Optimization
- Estate and Legacy Planning
- Tax Planning
- Distribution Strategies
- Healthcare Planning
- Long-Term Care Costs
While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.