Getting close to retirement can be both exciting and stressful. We’d like to remove the stress factor and ensure your plan (and future goals) will support you and your family. Understanding the options available to you will give you the confidence you need to be successful in retirement.

Beyond retirement is the legacy and estate you create from your years of hard work. We’ll be there for you to help strategize a plan for your post-work years and the future of the money and assets you’ve accumulated.

Fast Facts:

• 85% of respondents to a recent poll from Prudential would like to roll their 401k or 403b retirement assets into a 401k, however only 27% of future retirees have an IRA.
• Over the next 15 years, approximately 12,000 people per day will retire.
• The mean level of assets of a 65-year-old retiring today in the US is $56,000, including the value of their home.
• The average Social Security retirement benefit in January of 2022 was $1,614 per month, or about $19,370 per year.