Did you know…

• That retirement can last for 30 years or more?
• That a common rule to follow is that retirees will need up to 80 percent of their annual income today to retire comfortably?
• That the average amount paid monthly by the Social Security Administration in the form of a benefit is $962.70*?

The decisions you make today could have a lasting impact, whether you are just beginning a career or have already spent a lifetime working hard and accumulating wealth.

While it’s certainly preferable to plan for retirement while still in the early years of your career, it’s never too late to put a plan into place for retirement and transferring of wealth. Proper planning can achieve a range of things, from providing long-term financial security for your family to benefiting causes you believe in to setting the stage for family members to take over the business.

We will work closely with you and your investment advisor to ensure that your personalized plan is comprehensive and addresses all concerns, including making sure you are taking every advantage of the tax laws.