THE ADVISORS GROUP can help coordinate a plan that considers your sources of income, expenses, assets and liabilities with an eye toward preparing you for retirement.

Here's how we can facilitate your pre-retirement needs:

Helping you make the most of your employer-sponsored plan
Allocating your investment to maximize returns and reduce portfolio volatility
Selecting the most appropriate pension election options
Rolling over your company retirement plan
Minimizing your tax liability by exploring strategies such as Net Unrealized Appreciation (NUA) for company stock
Explaining the “ins and out” of social security – such as when to take it
Reviewing your options for health insurance and long-term care

No two clients are alike, so all of our recommendations are customized to your individual circumstances.

We’ll take the time to evaluate your priorities, which might include:

Maximizing income to maintain a high standard of living in retirement
Building a portfolio that performs without taking on undue risk or excessive volatility
Reducing your overall tax burden so you can keep more of what you earn
Caring for loved ones whether it’s an aging parent(s) or a child with special needs
Maintaining your dignity by developing a comprehensive plan for your healthcare, including
major medical, homecare, assisted living or nursing home
Leaving a legacy to children or an institution in the way you want to be remembered
Staying in control of your personal and financial affairs for as long as possible with the proper use of legal documents, such as wills, power of attorney and trusts
Ensuring a surviving spouse has an informed, trusted advisor