Broker Check

Retired Physicians

Our coordinated financial process for retirees focuses on continuing to build wealth while minimizing risks and providing sustainable retiree cash flow.  Some of the ways we  do this include helping to:

  • Establish a household income and expense plan
  • Create a plan to repay remaining debt
  • Establish a methodology to prepare for non-monthly expenses
  • Evaluate Medicare supplement options
  • Evaluate the family's long-term care risk and preparing for a major health event
  • Review the family's coordinated asset allocation
  • Review the family's estate plan