RETIREMENTVisualizing your retirement is important. Some envision relaxing on a beach near their summer home while others are excited to continue full time work for an international charity they are passionate about. Whatever your goals may be, our retirement planning process helps you:Detail your retirement goalsSet a target age for financial independenceDetermine financial resource needs by retirement ageProject additional savings needed to reach your goalDiscuss pros, cons and costs of various savings optionsSelect, implement and manage an optimal mix of financial strategiesYou set the goals that are most important to you. We use our expertise to design a plan and become your partner and advocate in helping you achieve those goals. WEALTH ACCUMULATION If you’re like most optometry professionals, retirement is one goal among many. Through comprehensive wealth accumulation planning, we work with you to develop strategies to accomplish your short, medium and long term goals, such as:College tuition planningPaying for a weddingSaving for a family trip or a vacation homeLeaving a legacy to your loved ones or a favorite charityAny other saving goals you haveWe can help you determine savings needs, establish a savings strategy and help you stay on track to see your goals met.