Retirees As a retiree, you need financial planning and investment management that can help you enjoy income without the fear that you will run out of it. We can help You Create a plan for retirement that includes cash flow and budgeting, with a focus on making sure your income sources work together holistically Design and manage a portfolio to meet your ongoing income needs Make informed decisions about moving or buying a new home Plan for a potential transition to an independent living facility Identify strategies early in retirement to minimize taxes throughout retirement WHO WE WORK WITH Providing one-time plans or an ongoing retainer relationship Families & individuals Federal Goverment employees Emory employees University System of GA employees SAMPLE FINANCIAL PLANS Preview these sample financial plans to see what is typically included in our plans Nearing Retirement Read more Saving for Retirement Sarah, a physician in her late 30’s focused on savings and planning for retirement. Read more Life Changing Event Read more Schedule your Complimentary First Consultation SCHEDULE MY CALL Sep 20, 2018 How to Maximize Happiness: A Few Ways Money Can Make You Happy Aug 29, 2018 Long-Term Care Insurance: How to Determine If It Is Right for You Aug 16, 2018 Working Past Retirement Age – Things to Consider
