Strategies to help you plan for your retirement, however you may envision it

Retirement today means different things to different people, and our team understands this. Some may want to stop working altogether and will need a plan to address that. Others may want to work part time and wonder how their investments will combine with their other sources of incomes to meet their financial goals and allow them to live the way they want to live.

We also know that contemplating retirement starts years before you may make a final decision. One of our areas of expertise is in working with our clients to develop tailored models that allow us to project, given the information available to us today, what your financial needs may be down the road.

We can offer you several projections based on different scenarios so that you can, in effect, try on new ways of living to help you make the best choices for you and your loved ones.

We believe that for such personal decisions like how you want to live in the future, you need personalized planning. We’re here to walk you through projections and planning step by step, answer your questions, and adjust, revise and adapt scenarios as needed.

Did you know that as of year-end 2017, more than one out of every four dollars under professional management in the United States — $12.0 trillion or more — was invested according to socially responsible strategies?
Source: The Forum for Sustainable and Responsible Investment US SIF Foundation’s 2018 Report on US Sustainable, Responsible and Impact Investing Trends

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