Retirement Planning Process

Our retirement planning journey

 Forest path with couple riding bicycles.


Our holistic approach

  • Estimating duration of retirement assets
  • Identifying and managing retirement risks
  • Assessing all sources of assets and potential income
  • Identifying distribution, tax and estate issues, and opportunities
  • Developing the best social security retirement income strategy 
  • Identifying options for addressing income gaps
  • Converting resources into income and cash flow by year
  • Monitoring, maintaining, and updating your retirment investment plan
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Dock leading out to the ocean at sunset


Considerations for retirement include

Two hikers on top of a mountain enjoying the view


Retirement vehicles

  • Qualified employer-sponsored defined contribution plans 
  • Individual retirement accounts (IRAs)
  • Personal savings
  • Executive deferral plans
  • Social security
  • Pension-defined benefit plans
  • Annuities
  • Brokerage accounts 
  • Health savings accounts (HSAs)