Should you rollover your IRA or leave it where it is? Take your Social Security benefit now or wait until later? Sell the house or remodel the kitchen? Renew your CDs or buy an annuity? Get an apartment closer to the folks or a condo that is farther away?
Retirement planning encompasses many different things for different people, but at its core, planning is really about LIFE. What’s on your mind as you approach the time of retirement? What are you most looking forward to? What are your priorities and what are you hoping to achieve?
Whether you are concerned about income, wealth preservation, or the rising cost of health care, our goal is to help you choose the investment products, services, and strategies that can get you the growth, income, and protection that you deserve. Get started on your customized plan by contacting us today.