"Retirement may be an ending, a closing, but it is also a new beginning.

– Catherine Pulsife

Imagine yourself in retirement, spending time doing what you love, living where you want to live, visiting places you wished to see, and spending more time with friends, family, and pets. You get to fill in the details.

We believe reaching retirement and living those years how you’ve always hoped is one of the most rewarding accomplishments you can achieve financially. We can help you identify your financial goals and design an individualized retirement plan.

Retirement planning embodies our longest commitment to you. Early in your working life, it centers on setting aside enough money and investing it appropriately. Mid-career, it is time to set specific income and asset targets while continuing the steps necessary to stay on track . In the few years leading up to retirement, the emphasis changes to account for your non-financial and lifestyle goals . During retirement, all systems are engaged to optimize your income sources and the management of your assets . Each year, we’ll review where you stand and whether or not you are still on track for a lifetime of adequate income


Pieces to the puzzle:


We’d love to talk more about this process with you, free of any obligation. To arrange a time, call us at (206) 516-7991.

Retirement Income

Learn about why it’s important to, at minimum, review your retirement planning options with an advisor by watching the video below.