I Am Already Retired

Plan Well

Even after you retire it’s important to plan well for success in the future.

The first few years of retirement are so critical and that’s why our team is here! Let us help you plan with our free one-hour “Retirement Checklist Consultation”.

Start your retirement off right to prepare you for the rest of your life. The best way to do this is creating a retirement plan design. This includes your budget, planned expenses, upcoming expenses, and expenses you may not have considered.

Retirement Management Services

Retirement Checklist Meeting
Determine how you might improve your retirement by going through our retirement checklist.

Distribution Planning – Tax Management

Required Distribution and Tax Planning
Distributions from retirement plans become required at 70 ½.

Roth Conversion Analysis
Roth Conversions can reduce Required Distributions from IRAs at age 70 ½.  Systematic Conversions can significantly reduce lifetime taxation of plans.

Social Security Income Taxation Planning
Social security is often taxed and can put you into a much higher marginal tax position.  Planning can reduce this.

Portfolio Risk Assessment and Strategies
Review whether you are taking on more risk in your investment portfolios and what you might do to reduce that risk.


Schedule your complimentary assessment with our team members today to discuss your plans for retirement!

For tips and good planning advice, please schedule a free one-hour, no obligation, retirement consultation today.

Call 410-677-4848

If you have come in before and used a one-hour free consultation, we bill hourly for our meeting time.

Schedule a free one hour consultation to review your plan at 410-677-4848.

Investments in securities do not offer a fixed rate of return. Principal, yield, and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy, or product will be profitable.

Contact Us Today

We would love the opportunity to become your trusted advisor