People typically have three fundamental questions:
If you are retired, you may instead have a single, critically-important question: How much can I spend every year without running out of money?
Our work together includes analyzing your situation and answering these questions in a way that is consistent with your family’s priorities.
Answering these retirement planning questions is only one component of a good financial plan. Other components include investments, insurance, estate plans, and taxes.
firstname.lastname@example.org | 651-484-0701