Receiving an early retirement package may seem like a wonderful option - but have you thought about how it could affect the rest of your financial plan? If not planned properly, there could be hidden tax consequences and other losses incurred.
In this 45 minute online workshop, we’ll discuss the five most important topics you need to consider before taking an early retirement. And it’s not what you might think.
We are a group of financial professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams.
Founded in 2012, our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security to help you build the future you want in retirement.