Retirement Planning

Retirement Planning

Are you dreaming about retirement?

As you get ready to leap into retirement, determining when to leave full-time work, claim Social Security and pension benefits, and how to make efficient retirement income withdrawals can be overwhelming. These decisions will have a long-term impact on the sustainability of your retirement assets and should be considered carefully. Shifting from saving for retirement to spending during retirement can be a difficult transition for most new retirees. It is important to seek guidance as you navigate retirement planning decisions.

Ellen can provide you with multiple retirement planning scenarios to help you visualize what your retirement could look like with your current assets, expenses, and planned spending goals. The sooner you plan, the more time you will have to change the trajectory of your retirement so you can live comfortably and enjoy your retirement years.

Retirement planning does not stop when you retire. Ellen can assist you throughout your retirement years to create plans to minimize taxes on retirement account distributions, evaluate changes in your plan, and navigate the financial challenges of long-term care expenses.

Ellen holds designations as a Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), and Chartered Advisor for Senior Living (CASL®) that make her uniquely qualified to help you navigate your retirement years with decisions that can go beyond the finances.

Ellen does not sell any financial products or provide investment management. If you do require investment advice or account management, she can refer you to trusted investment advisors in the Olympia area.

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