Deciding when to retire is very important for most individuals because there are consequences if done too early or too late. It is often not easy to re-enter the workforce after retiring too early, and you may lose important seniority, benefits, tenure, etc. Retiring too late could cost important time with loved ones, risk health-related issues, or shorten the time you have to enjoy what you’ve built. We help clients balance safety, security, and quality of life in their retirement planning decisions.
There are so many “rules of thumb” and gurus that have simple solutions that seem ready-made for you. However, it is rarely simple, and we find that most retirees need a customized strategy tailored to their individual needs and wants. We can help you allocate your assets and invest your money where it will protect and serve you most effectively.