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Retirement Planning

“Don’t simply retire from something, have something to retire to” – Harry Emerson Fosdick

Liam’s particular specialty is working with people who are retired or are within 10 years of retirement. He feels fortunate helping people pursue their financial hopes and dreams. During the planning process he will help you think about this new phase of your life. Some of the questions he will ask you are:

  • Where do you want to live?
  • Do you plan to spend time helping your immediate family, either financially or by spending time with your children and grandchildren?
  • What types of activities have you dreamed of doing, if you only had the time to do them?
  • What concerns you about retiring?

Once you have an idea of what your future might look like, Liam will discuss the financial implications of various scenarios with you. He will identify your assets, expenses, income, and savings to assist you in developing your very own personal retirement plan.

Liam will help you put together the most effective investment portfolio for your particular situation. If you would like Liam to manage your investments for you, he will discuss with you all the details involved.