By Jon Bacon, CFP®

Taking stock of your finances before or during retirement can produce anxiety regardless of how prepared you are. For over 25 years, we have helped individuals and families transition out of careers and into their next phase of life. We have learned that a strategic financial plan is the best way to ensure a prosperous next step.  Whether you are already a client and have begun this process with us, or are considering working with our team, this video summarizes the key phases of retirement planning.