6-Step Process Ages 66+

Congratulations! You made it to your goal-Retirement!! 

Retirement consists of three phases: the “go-go” years, the “slow-go” years, and the “no-go” years. Planning for these stages of your life involves making some serious decisions. 

Identify and prioritize:

What you want to do in retirement

Issues in later years-providing for a spouse after death, living longer than expected and needing care as you become frail

What legacy (if any) you want to leave after you’re both gone

Allow us to help you design a plan to take the worry out of aging.