Complete investment planning for retirement — helping you develop a clear vision of how you define retirement. Taking a close look at your potential retirement-income sources we help you realize your vision for retirement.

Helping you enter retirement with ease. If you’re feeling anxious about your retirement savings, that’s OK. Retirement is a huge life transition, and you’re probably wondering, “Have I saved enough to live the life I picture?” Planning for retirement can be overwhelming and complex, and you want a financial advisor who can understand your lifestyle and guide you along the way.

Questions You May Have:

• Where are my benefits and income sourced from once I retire?
• Will I have enough to last the rest of my life?
• How do I easily draw income from my assets?
• How do I minimize my tax liability?
• When should I begin taking Social Security?
• Can we afford to travel and enjoy our current lifestyle?
• What happens to our portfolio if there is a recession?
• How can I prevent the burden of my long-term care on my family should I need it?

Our Houston Cypress-based financial planning practice helps couples and individuals make a seamless transition into retirement and beyond. We partner with you to determine whether you are prepared for the retirement you picture and, if not, how to get you on track. Before you clock out on your last day, we will have formulated and tested your plan, factoring in all aspects of your finances and lifestyle, so you can feel confident that you are ready to enjoy your retirement.

We Will:

• Provide detailed recommendations to help optimize the years before you retire.
• Build a cash flow plan for your retirement that incorporates your income streams and expenses.
• Review and adjust your investment allocations to support your evolving risk and return needs.
• Incorporate your lifestyle goals into your budget so you can live the life you picture.
• Meet quarterly to review your plan and discuss any life or goal changes.
• Collaborate with you to understand and formalize your legacy wishes.