Retirement Planning

Retirement planning is one of the most important aspects of a complete and successful financial plan.  Time is an elusive experience.  Often, and over long periods, it slips by virtually unnoticed.   Many people are focused on the phase of the life cycle directly in front of them and neglect to lift their vision to the last third of their lives.  This phase of 30 or 40 years often includes leaving income producing activities and redirecting time and attention, to learning and enjoyment and creative aspects of life that enrich us.  Activities like more in-depth family involvement, travel, volunteering and the pursuit of activities that require an expanded commitment of time, but are not income producing.

A well designed plan will help you realize more freedom: to maintain or improve your health, return to a learning experience you have always wanted to pursue, travel to deeply absorb the natural and cultural wonders of our world, know grandchildren and family on a deeper level.  A well designed and implemented retirement plan, whose progress is regularly monitored, within an overall financial life plan, is the solution.  Together we create this plan to help you enhance your present or future experience, realizing your personal and family dreams and goals.

Investment Updates

Contact Info

New York Office
255 Washington Avenue Extension, Suite 204
Albany, NY 12205
Phone: 518-464-0319
Fax: 518-464-5004

Hawaii Office
841 Bishop Street, Suite 1607
Honolulu, HI 96813
Phone: 808-531-5665
Fax: 518-464-5004


California Office
Phone: 831-227-2624
Fax: 518-464-5004