Turning 50 is a major milestone. Halfway to the century mark, you're more than halfway to retirement. It’s time to take stock of where you are in relation to your retirement goals. If you haven't been serious about planning for retirement up until now, that needs to change. You should review your current retirement savings and determine whether you're saving enough. If not, the good news is you have time to make changes that can get you there. 

This is also the time to think about the issues you'll face once you’re no longer working. There's a big difference between saving and spending. It's much more difficult to recover from financial mistakes as you get older.

After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you can’t outlive—one that maximizes the value of your assets to protect your family, and one that preserves your legacy for your beneficiaries. We help people with unique situations; we find financial strategies that fit their goals.