Retirement and Estate Planning

Secure your financial future with comprehensive plans for retirement and legacy management.

• FIRE-Specific Retirement Planning: Calculations and strategies for ensuring your assets outlast your retirement, even with an early start.

• Social Security and Pension Integration: Maximizing benefits while retiring early.

• Estate Planning: Assistance with wills, trusts, and beneficiary designations to protect your legacy.

• Long-Term Care Strategies: Planning for healthcare and long-term care costs to ensure they don't derail your financial goals.