For Individuals Financial Planning Financial planning is so much more nuanced
than simply building your nest egg. Certain
factors such as where you want to
live and how you want to spend
your time help determine how best to
invest your money. Whether you’re starting your
career or you’re currently enjoying retirement, we’re
here to help you with all your
financial planning needs.

We will help with:


When it comes to your financial goals, we take
the time to find the right path for you.


Life is unpredictable and we all have to
learn to adapt. Your retirement plan
is no different.

Frequently asked

For most people, waiting until age 70 yields a bigger paycheck, but it depends on your personal situation. If you don’t need money immediately to make ends meet, it’s best to wait until you’re 70 before you start receiving Social Security payments. Even though you can start receiving Social Security payments as early as age 62, your payment amounts will increase the longer you wait. You’ll get your highest returns at age 70.
Americans nearing retirement age today don’t think of retirement in the same way as earlier generations have. Many factors, including advancements in health care and longer life expectancies, have turned retirement into an active lifestyle, one that is less about slowing down and more about changing course. According to the Schwab Center for Financial Research, if your savings are roughly 25 times larger than the amount you will need to withdraw from your retirement portfolio in your first year of retirement, you should be in good shape to retire.
Long-term care insurance can play a significant role in your family’s future well-being. If you’re concerned about the rising costs of long-term care and the potential financial impact on you and your family, you may want to consider long-term care insurance. Long-term care insurance generally covers the costs of care needed beyond 100 days, up to a specified number of days or benefit amount. Many policies allow care to be provide in the comfort of your own home or at an adult day care center, an assisted living facility, or a nursing home.

Let’s talk about
your future.

We’ll customize a plan that’s right for you.

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