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Experience a More Comfortable Retirement

With Us by Your Side

Are You Prepared for Retirement?

Let Us Help

Securing your financial health through retirement means coordinating all elements of your wealth picture. There are a few main areas that can affect one’s ability to achieve the desired success as they close in on retirement. We take a close look at each of the following areas to develop strategies for safeguarding your wealth, your health—and your loved ones. 

Our Financial Planning Services Include:

Medicare Planning & Extended Care

Health care expenses can have a major impact on a client’s retirement. For most of our clients, Medicare is the backbone of their health coverage, but it’s imperative to understand what Medicare covers during your retirement years. All of the things that Medicare doesn’t cover is known as extended care, and it’s critical to have a secondary coverage plan in place. Choosing the wrong Medicare Plan and not having an extended care plan in place can cost a person major out-of-pocket dollars in one year alone.

For example, just in Fairfield County alone, there are a total of 70 choices for Medicare Advantage, Medicare Supplement and Prescription Drug Plans. How can you be expected to be able to sort out the ABC’s of Medicare on their own and choose the best plan? Don’t go it alone—have a professional help sort through all of the plans for you.  

Retirement Savings

How much risk you’re taking in your investment portfolio is the single biggest reason people are forced to postpone their retirement dreams. Taking too much risk, or worse yet, not realizing how much risk your portfolio has, can financially devastate a person.

If we have learned anything from the dot-com bubble of 2000, the housing bubble of 2007 and the Coronavirus Pandemic of 2020, it’s that a portfolio needs to be properly aligned and protected from too much risk. The old way of managing portfolios, ie. 60/40, 70/30, don’t work in the volatility driven markets of today. Fortunately, there is a way to quantify and manage portfolio risk in today’s day and age: the answer is the Nobel-prize winning framework created by Riskalyze. One needs to be educated and know their Risk Score at all times.

Find Out Your Risk Score

We Design Strategies for Your Life

Our made-just-for-you plans are tailored to you, your family and your unique situation. Our team dedicates the time to answer your questions, address your concerns and understand your goals to create the solutions that are right for you. If you'd like to get a better handle on your retirement plan, we'd love to chat.

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What's My Risk Score?