Nearing Retirement Can you afford to retire? We can help You Develop an accurate budget for spending in retirement Understand Medicare options and associated costs Know the best time to start Social Security withdrawals Learn about taking portfolio withdrawals Assess long-term-care needs on your retirement plan 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 Jun 7, 2022 Mapping Out Your Retirement Cash Flow Strategy Part Two: Social Security and Beyond May 15, 2022 Mapping Out Your Retirement Cash Flow Strategy Part One: Investments and Savings Jul 20, 2021 How Might Inflation Affect Your Retirement Plans?
