Congratulations! You have successfully navigated the waters of life.




Step 7 is to check your retirement budget. This will include any pensions or distributions and maximizing your Social Security benefits.

Step 8 is discussing what assets we have to work with and if you're planning to take any distributions in the future.

Step 9 is having a good plan if you ever need care with day to day activities.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
