A successful retirement plan will always involve making sure the numbers work for you and your family.  Analyzing sources of income and making sure that income lasts your entire lifetime is critical, but its not enough.

In working with hundreds of families we have learned there is much more to a healthy and happy retirement than the numbers.  We do numbers, but after we work through your numbers you may find us asking questions about your hopes and dreams.  Who are the people and community you have around you?  Where are the places you hope to go and what are the passions that will inspire you in your retirement years.  This is a great time to be creative and explore things that you may not have had the time to do prior to retirement.

In short we hope retirement is a time when you get the very most out of your life with the resources you have available to you.

What does that looks like for you?