As we live longer and healthier and more active lives, we encounter issues and concerns that older generations never had to imagine, let alone navigate.    As a result, the challenges that now confront retirees, from long term care needs, to effectively managing our own retirement portfolios in a time of increased stock market volatility, to worries about the stability of our social security guarantees and our children’s and grandchildren’s economic prospects in the rapidly changing, technologically disrupted job market of the future, can feel overwhelming and chaotic.  Engaging with a key advisor who understands the emotional aspects as well as the financial aspects of this new reality can provide much needed perspective and a concrete plan to be confident that your deepest- rooted goals are accomplished and the legacy of your life is passed on in the manner and means you wish it to be.

Our services encompass a detailed, wide reaching discussion of your dreams, goals and your vision for the future and your legacy aspirations, as well as the gathering of detailed information about your assets, income streams and portfolio.  This conversation allows for the creation of a specific, comprehensive financial plan that projects future values and makes clear how your assets and portfolio will stand the test of time, and what changes or adjustments need to be made to bring your vision to reality.   

Additionally, since planning is not a one and done exercise, but an organic process that evolves over time and flexes to accommodate changing needs and goals, we stay connected over the course of years and can also engage with your children, when appropriate, at your discretion, to make sure your accomplishments span the generations.


Kate Kane, CLU®, ChFC®

Wealth Management Advisor

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