“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


-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
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Leaving Money to Your Kids? Consider These Inheritance Tips

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Who Should You Choose to Execute Your Estate?

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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.