Broker Check

Retirement planning

Whether you are in the accumulation phase or have already retired, a sound strategy is crucial to:

  • Meeting your retirement income needs, desires and expenses
  • Maintaining lifestyle choices and priorities
  • Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

 David can help you develop a comprehensive plan to:

  • Potentially minimize taxes on income—now and during retirement
  • Retain ownership and control of your assets
  • Evaluate the variables in your retirement plan to ensure alignment with your goals and objectives

« Return to Services