The Harvesting Family

You have worked hard to provide for your family, and retirement is the next stop.

It is time to take a holistic view of your finances by looking at what you can expect regarding cash flow, medical insurance, and expenses.

We can help you plan for financial security that will last through your retirement. We commit to a thorough planning process, understanding of your current situation and we work together to develop strategies in realigning your milestones and long-term goals. We also continuously monitor your financial progress. We can help you answer the following questions:

• Can we afford to retire?
• How should we manage our assets to last for the rest of our lifetime?
• How can we manage our medical expenses in retirement?
• When will it be a good time to draw on our social security income?