“Heaven & earth never agreed better to frame a place for man's habitation; were it fully manured and inhabited by industrious people. Here are mountains, hills, plains, valleys, rivers, and brookes, all running most pleasantly into a faire bay, compassed but for the mouth, with fruitfull and delightsome land.”

- Captain John Smith

$275,000

-the average amount a 65-year old couple retiring in 2018 will spend on healthcare out of pocket1

- how we can help-

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound transition. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.

1. Fidelity Investments

  • Retirement Income Planning
  • Social Security Optimization
  • Estate and Legacy Planning
  • Tax Planning2
  • Distribution Strategies
  • Healthcare Planning
  • Long-Term Care Costs
- insights for PRE-RETIREES AND RETIREES-
December 28, 2020

Second Round of Stimulus on its Way

read more
December 14, 2020

A Plan for All Seasons - Winter

read more
December 7, 2020

Trim Your Future Tax Bill by Thinking Ahead

read more
2. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.