My Life, My Legacy


This guide serves as a tool to assist your loved ones with the information they need to eliminate the difficulties they might face in handling your last wishes and settling your financial affairs.         


Preparing for Retirement

Whether your retirement is in the distant future or right around the corner, you’ll want a clear picture of what you need. This includes planning for everything from your basic living expenses to how you want to spend all of your newfound free time.
Some of the questions you should address while working on your retirement plan:

  • How much do you expect to spend on housing, medical and other major expenses?
  • What are your goals and hobbies?
  • How many years do you want your retirement fund to last?
  • Will you have any other income in retirement?
  • What effect could inflation and taxes have on your cost of living?

Map Out Your Path to Retirement

Contact us for an individualized assessment of your retirement income needs so we can help you move forward with confidence. Our team will make it easy to learn about portfolio management, mutual funds, IRAs and 401(k) plans.

Retirement Resources

Investment Management
Financial Calculators
Resource Center

We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.