Providing professional advice about how much and how best to accumulate savings for retirement - so that you know you will have "enough". We can develop a retirement savings plan that summarizes your expected sources of retirement income and illustrates what your retirement income could be. This process will help you determine whether current retirement savings are sufficient to meet your needs and goals, and will provide a benchmark to see whether you are on the right track.
It is also important to engage a financial professional to ensure your wishes are preferences are carried out in the event of your death; or to make sure the best interests of you and your family are represented in the event of disability or incapacity. We can help you structure your financial affairs in a manner that serves your wishes and protects your family's financial well being.