In order to enjoy the best retirement possible, you need a plan that maximizes what you’ve worked so hard to build while ensuring you don’t overspend and run out of resources.
Here in Traverse City, we specialize in creating clear retirement plans designed for your specific needs. So you can focus on the fun stuff, like honing your pickleball serve.
HOW IT WORKS:
Schedule a Retirement Checkup at your home, at our office, or over the phone — whatever is best for you.
We’ll schedule follow-ups to check-in and make sure your plan is working the way you want it to and make any ongoing adjustments needed.
We’ll make sure your portfolio matches your personalized Risk Score and Range of Return.
We will assign a job to each of your accounts in retirement, each serving it’s unique purpose.
Working with either your CPA or ours, we will minimize your outgoing tax responsibilities.
A primary concern for many in retirement is a strong healthcare strategy.
We help make sure there are no surprises and your legacy is handled the way you intend.
You’ve devoted your career to others, and we’re devoted to helping you in every step of your retirement.
Retirement shouldn’t be a time of confusion and worry, you’ve stressed enough in your life, you should be able to finally relax knowing your finances are handled and you’re covered. We’ll help you get started today with a review in the comfort of your own home.