It's more than just figuring out the magic number you will need. It's a complex undertaking where the decisions you make can have a substantial impact on your retirement years. So as you have questions about optimizing Social Security or whether you should consider long-term care insurance (we don't sell insurance so our advice is unbiased), our retirement specialists are with you every step of the way.

We'll advise you on:

  • When and how to claim your Social Security benefits
  • Deadlines and options for Medicare
  • Your required minimum distributions (RMD)
  • Your need for Long-term Care Insurance
  • Elder care options

As you move into retirement, we manage the transition to ensure your plan is on track and you're ready to embrace this next phase with confidence and ease.

Call us at (305) 671-7164 to learn more about how we can help you with your specific retirement planning questions.