We see the transition to retirement as a time of shifting priorities. As the era of accumulating assets winds down, individuals’ expectations for their investment portfolios begin to change. Instead of “How much can I make?” the questions becomes, “How can I make it last?” Retirement planning doesn’t end once you retire.                  Like any financial plan, it requires periodic adjustments. We help our clients develop retirement plans that move with their retirement journey. We focus on retirement goals, income planning, tax considerations, and addressing the risks that could derail your retirement plan.


Your degree of happiness in your “second act” may depend on some factors you cannot quantify, and others you can. Everything factors into your goals, and that eventually trickles down to how the numbers work out. At the same time, there are some key issues to consider when laying out your plans and assessing how to get to your financial goals. It’s about finding the right mix of planning for longevity, market volatility, inflation, Social Security, health care, long-term care, and withdrawal to help reduce your chances of running out of money.

your planning trek-lists

3 Treks of Retirement