Our purpose is to ensure your retirement process is treated with the respect and care that you deserve. 

There’s an entire generation of professionals considering how or when they should leave their day-to-day roles. Our purpose is to help shepherd you through the retirement process to ensure you’re set up for long-term success. 

A lot of professionals are not ready for retirement when the time arrives. Questions such as:

Benefit Transitions: Understanding how your existing benefits package will transition post-employment and how to plan for future healthcare coverage, especially if you're retiring before you're eligible for Medicare. 

Lifestyle: Determine how you want to spend your retirement years. Consider factors such as travel, hobbies, volunteering, and any other activities you wish to pursue. Plan your budget accordingly to support your desired lifestyle.

Housing: Evaluate your housing situation and decide whether to stay in your current home, downsize, or relocate. Consider factors such as cost, location, accessibility, and amenities.

Social Network: Maintain and strengthen your social connections. Consider how you'll stay connected with friends, family, and your community after retiring, as social interactions are important for mental and emotional well-being.

Future Employment options: What are potential roles and opportunities that align with your post-retirement lifestyle. 

Tax Implications: Understand the tax implications of retirement income, including withdrawals from retirement accounts, pensions, Social Security benefits, and other sources of income. Develop tax-efficient strategies to minimize your tax burden in retirement.

Emotional and Psychological Adjustment: Prepare for the emotional and psychological aspects of retirement. For many people, retirement represents a significant life transition that can bring feelings of loss, identity change, or uncertainty. Consider how you'll maintain a sense of purpose, fulfillment, and well-being in retirement.