How We Can Help
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How We Can Help
First, we help you understand where you are. It’s important to make this evaluation in all areas: financial, social, physical health, emotional, and relationships. Next, together we look at your retirement goals. By understanding these goals we can then develop the best plan for income, social security election, medical/long term care and all the many additional decisions that are unique to your specific needs. We then execute the plan knowing that each plan has the flexibility to change and conform to your particular lifestyle. The old saying, “…life happens while you’re making plans” is a true idiom and we make sure that you have the flexibility and support in place for a healthy retirement the rest of your life.
We do not charge a fee for our consultation and would love to help you objectively answer all of your questions, such as:
• When is the best time to start social security?
• How do I ensure I don’t run out of money?
• How will I know when I have enough money to retire?
• What should I do about Health Insurance?
• Do I need Long Term Care insurance?
• How can I be sure I will have enough income during retirement?
• Should I stay in my house or would it be best to move?
