Retirement Planning

Success to us means freedom!

Let us help you plan for your second act. We believe the best is yet to come.

The decision of when and how to retire is one of the most important financial and emotional set of decisions you will make in your life: How much money do I need in retirement? Will my money outlast me? Retirement is more than a math question. We work with you to envision what you will retire into, what your days may look like, and how your spending will likely change during your retirement years.

Pillars of a Happy Retirement

80%
Money
60%
Health
70%
Relationships
  • 3 three pillars of a happy retirement are money, health, and relationships. (Finke, American College of Financial Services)

Retirees are Worried About

0%
HealthCare Costs
0%
Social Security
0%
Tax Planning
0%
Daily Grind
  • 79% retirees are worried about healthcare costs in retirement
  • 66% retirees worry that Social Security will run out of money in their lifetime
  • 63% of future retirees are looking to a financial advisor to help with tax planning
  • 0% retirees miss the daily grind but most miss the relationships and sense of purpose derived from work.

Retirement Income Experts

Our team of financial advisors has decades of experience helping people successfully navigate retirement.

Our process, Our promise

We are fiduciaries. In other words, we pledge to put your interests first. We promise that no one has a greater interest in your family’s success than our team.

Client Experience

Our wealth management approach may be different from experiences you have had with other advisors. We devote time to a discovery process that helps us understand your values, goals, and relationships.

Our Values

We rely on our 12 core values to set priorities, resolve ethical dilemmas, act in our clients’ good faith, and provide a consistently exceptional experience for everyone we meet.

Client Stories

George and Sherry

George and Sherry never had to ask, “what’s next?” They had always planned everything. But life threw a wrench into their plans when George was let go during the recent economic downturn. George was ready to retire, at least emotionally. The kids were raised, the bills had always been paid, but they just were not certain that retirement was a prudent decision. We:

Completed a discovery meeting
Created a realistic financial plan, including stress testing a variety of situations, just to be sure
Consolidated the investment accounts
Created a retirement income plan, including emergency fund “buckets”
Perform ongoing investment and financial planning

George and Sherry view retirement as a wonderful party. “Sometimes, God laughs at our best laid plans. But I think we have the last laugh. We’ve never had so much fun together!” said George. With the help of their guide at A&I, George and Sherry are secure, relaxed and enjoying their newfound freedom.

Services We Provide

Covered in these areas

Investment Advice

Patented investment process, including ESG investing: environmental, social and governance considerations.

Financial Planning

Align your money with your values, goals and relationships and bring peace of mind.

Concentrated Wealth

Expertise for concentrated equity positions, reducing taxes and other costs.

Charitable Planning

Make an impact beyond your family, helping our community and the world at large.

Life planning

College and education planning, long-term care planning, buying real estate, and help with the emotional dimensions of money.

Let us help you plan for your second act. We believe the best is yet to come.

Speak with an expert

An initial conversation is always complimentary. We are often told that our discovery process is the best conversation about money a person has ever had.

Contact Us

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