111 Buffalo Trail Road
The transition into retirement is when you are changing from your full-time working years to your retirement years. If retirement is approaching, you may have to make numerous decisions.
Your first step is to review your sources of retirement income and estimate your retirement needs.
Your lifestyle will play a big role in estimating your retirement income needs. We can help you to plan for this and to identify and plan for other factors that may affect you in retirement.
Social Security and/or a Pension is an important source of retirement income. As you approach retirement, you will want to understand how Social Security and your Pension works.
We have many resources available to help you make smart decisions in choosing the timing to receive Social Security and/or a Pension.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.