If you are retired, or within a few years of retirement, we expect you’ve had several advisors; that you have done a good job accumulating over the years; and yet for any number of reasons, you may have concerns.

We want you to know you’re not alone. While many families successfully save money and set goals, we’ve found it’s simply not enough to establish your long-term goals. You’ll also need a lifestyle plan, a legacy plan, and an income plan that matches those goals—and then someone to help you keep it all together.

At Emerald Retirement Planning, that’s what we do, and what we offer—systematic yet customized planning along with objective advice and counsel. Please call us to schedule some time to review our process. The first meeting is complimentary.