Retirees

APPROACH

Retirement isn’t just about stopping work - it’s about stepping into a new season with clarity and peace of mind. Our approach is simple: help you enjoy the life you’ve earned while ensuring your money continues to serve your goals and values for decades to come.

We start by looking at where you are today - your income sources, spending needs, and how everything fits together. Then, we build a plan designed to give you confidence that your money will last through changing markets, rising costs, and the unexpected. Together, we’ll answer the key questions: How much can you safely spend? Which accounts should you draw from first? How can we reduce taxes on your retirement income? And how do we make sure you stay retired, no matter what life brings?

Our goal is to make retirement simple and sustainable. That means coordinating your investments, Social Security, and insurance into one cohesive strategy - one that prioritizes stability and lets you focus on what matters most: time with family, faith, and purpose.

A key part of that conversation is legacy. How will your children handle what you’ve built? Are your wishes clear, and do they reflect the values you’ve lived by? We’ll also explore how charitable giving can become part of your legacy - supporting the causes that shaped your life and ensuring your impact continues for generations to come.

If you’re already retired - or close to it - it’s never too soon to review your plan and make sure it’s built to last.