Our main business is working with baby boomers near or in retirement. We often find that there ARE problems with their plans, which can crop up, like cholesterol in the arteries. The damage has gone unnoticed for years, and it could be too late.
So our job is to help Boomers through the maze before them – coordinating the myriad of things such as:
Transitioning to their retirement lifestyle;
Figuring out the best claiming strategy possible to maximize their social security benefits
Examining if they have enough money to retire and what to do if they don't
Liquidating retirement and brokerage accounts to create and sustain an income stream (a paycheck) for the rest of their lives.
And, much more.
