0 to +5 Years: Transition

There’s often so much emphasis on planning and saving for retirement, that you can be surprised by the details of the actual transition and the new financial responsibilities in the first few years.

We provide continuous support as you make the transition into retirement, and begin managing and tracking the solutions that were laid out in your retirement plan.

We help new retirees to:

  • Turn over your 401(k) and initiate your other sources of retirement income
  • Sell your business or move into semi-retirement
  • Maintain a clear understanding of your cash flow and financial stability
  • Take advantage of new opportunities to save on tax
  • Track and adjust your retirement plan and portfolio