Comprehensive Retirement Planning Services
For years, you’ve dreamed of retirement, when your time will truly be your own. Whether you enjoy traveling the world, volunteering, spending time with grandchildren, or simply tending to your garden, retirement is what you’ve been working toward your entire life.
Retirement planning isn’t a one-time event; it’s a journey we take with you to ensure that you will be financially secure when you retire. We start by creating a comprehensive financial plan that helps us understand your current situation. It also helps identify immediate opportunities and implement solutions to existing deficiencies. From Social Security and Medicare to your 401k and IRAs, you’ll achieve peace of mind as we help you navigate through these complex planning areas.
At retirement, we’ll create an income replacement plan that efficiently draws from your assets and provides the means to live your dreams. This plan is coordinated with your tax plan, Social Security and pension income, Medicare premiums, insurance needs, financial goals and more. When you’ve worked your entire life to build a nest egg and now want to live off those assets, it’s imperative that you have a financial partner with the experience to make your dreams a reality.
What makes Shakespeare unique:
- Financial planning is the core of our business. We dive deeper into challenges and opportunities, with a higher level of technical competency than other firms.
- We are fee only, which means we’re investment agnostics. In other words, we will give you truly balanced advice.
- We have a deeper level of technical competence than most financial planners. That translates into better advice on planning your future.