Retirees & Pre-Retirees

You’ve waited your whole life for this moment. To finally be your own boss and enjoy life the way you always dreamed of. Whether that means traveling, more time with the grandkids, or simply volunteering. We believe that navigating the important and complex decisions of retirement should be done with a professional.

Some questions you may now be asking yourself

  • Am I on-track for retirement?
  • When can I retire?
  • Where should I be contributing?
  • Which accounts should I take distributions from?
  • When should I start taking my Social Security?
  • How do I calculate my Require Minimum Distributions (RMD)?
  • Will I run out of money?
  • How do I grow my investments while managing my risk?
  • How do I create a sustainable income plan?
  • How do I leave an efficient legacy to my family or favorite charity?

Simple Is Not Always Easy

Planning for your retirement can be a difficult time. You are literally the first generation that has had to manage and understand so many moving parts. Many of our parents and grandparents had the luxury of large pensions1, paid healthcare, and double-digit CD rates2. On top of that they often could buy twice the house for half the money simply by relocating to Florida. Today’s retiree has many complex and changing decisions that need to be made. Just because deciding to retire seems simple, it is not always easy. Give us a call today and let us help walk through your options.

  What’s Next Video:

Don’t go it alone. Let us build your SimplePath Roadmap™ to help create clarity for the future!

R E A D Y     T O    T A K E

The Next Step?

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.


Or give us a call at (727) 304-6000