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