Services

Retirement Planning
  • Help you answer questions such as: How much do I need to retire?
  • Help you understand when you can afford to retire and continue to monitor your progress prior to retirement as well as monitoring your income, assets, and expenses during retirement
  • Calculate retirement plan benefits, including Social Security
  • Evaluate your pension plan structures, IRAs, Roth IRAs or qualified plans
  • Analyze your distribution options for any pension you may have
  • Explain how to best utilize employer benefits
  • Provide Roth IRA conversion calculations and advice
  • We provide customized retirement planning for same-sex couples who maintain separate finances.
  • Calculate IRS required minimum distributions (RMDs) and educate you on the regulations