We often work with individuals and couples who have saved an amount of money that they plan to live off of, but they are worried that it might not be enough to last throughout their lives and may run out too early.

Whether a couple entering retirement, a woman who is becoming financially independent, or a business professional seeking early retirement, all of our clients want to be financially self-sufficient so they don’t have to rely solely on outer financial sources- such as social security, a pension, a job in their later years, or even another person’s income- for the confidence that they’ll always have enough money to take great care of themselves and those they love.