Planning for Retirement

Meet Elizabeth and Michael. They are 53 and 55 years old respectively. They are both government employees and also real estate investors. Together, they make $100,000 per year and have $750K in their combined thrift savings plans. They would like to retire by the time Michael is 67 years old.

How We Can Help?

  • Comprehensive Financial Planning

  • Advice on Estate Planning

  • Retirement Withdrawal Strategies

  • Investment Portfolio Recommendations