Retirement & Legacy Years
Living the good life.
You’ve made it. Retirement and beyond. Time to slow down and enjoy your life of leisure. Or shift gears and embark on new adventures. You’ve earned it, whatever “it” is. During this time you’ll want to continue managing your resources to make sure you don’t outlast your money. It’s also time to ensure you have a plan in place to secure your legacy and make sure your loved ones are provided for according to your wishes.
We’ll work with you on managing your finances, drafting a will, developing an estate plan, establishing powers of attorney, setting up medical directives and more. Then you can add peace of mind to all the other great things about living retired life your way.