Investment and Retirement Counseling
We help our clients decide how much of their income to save and invest so they can live their later years as they wish. We summarize their expected income streams in retirement and present them in a coherent, concise format. After assessing their financial condition, we can estimate how much longer, if at all, they may need to continue working.
When a client understands in detail his long-term resources, then he can confidently relax and enjoy life, reassured that his financial future is secure.