Retirement Planning

Whether you come to us early in your career, as you near retirement, or once you’re already retired, we help you develop and update a retirement plan designed to help you enjoy your own retirement vision. While you are still working, we can manage your 401(k) plan to help you improve returns while minimizing risk, create a retirement income plan that provides you with predictable income throughout your retirement years, and manage your investments to help protect your assets by mitigating risk.

If you’re in the process of transitioning into retirement, we work closely with you to make effective decisions based on your current circumstances, including answering questions such as when to exercise stock options, when and from which accounts to draw income, and how to leverage your 401(k), 403(b) and other funds. Throughout the process, we'll talk you through each option and every decision, taking the mystery out of retirement planning by helping you understand the pros and cons of your choices. As your circumstances change over time, we’ll continue to adjust your plan as needed to help keep you on track toward your goals.

I believe in a mindful approach to life. I practice yoga. I meditate. And I try to make choices th...