Retirees

If you are retiring soon or have already retired, we utilize retirement planning software to ensure you make the best decisions possible. Ideally, we ask you to reach out 6 months prior to retirement, but it's never too late. Read on below and click the link at the bottom to get started.

Retiree Program 

Members of employer retirement plans managed by our office have access to our in-house Retirement Program. This program includes financial advice on your existing employer plan investments, as well as access to our sister company's personal planning and product lines.

We have a dedicated team of advisors and support staff that work with retiring employees. Typically these clients have a specific need or goal and require a simplified wealth management and financial planning approach. 

Our Retiree program utilizes a variety of methods, including our in-house planning model, needs analysis tools or goals-based planning projections. A Retirement Advisor will always be available during business hours to answer questions or concerns.

Comprehensive Retirement Planning 

Our advanced planning clients work with a dedicated advisor and support team in a comprehensive capacity. We strive to obtain a deep understanding of our client’s financial and personal background, and these relationships can extend beyond financial planning and wealth management into a liaison association with other key professionals working with our clients, such as their accountant, lawyer and/or business partners. Typically, these clients fall into one of several categories:

  • Hold significant assets inside a corporation, whether an active business or a holding company.
  • High net-worth or high-income households.
  • Complex tax, income, or estate planning needs.

These clients work with our team utilizing the same tools outlined in our Retiree Program, as well as our comprehensive suite of financial planning software - NaviPlan and AssetMap.

Comprehensive financial planning is offered through our sister company, Financial Services Group.

Click below to book a session with a team member:

Retirement Inquiry