As you near retirement, there are several key steps to take to secure your financial future. We help you evaluate the status of your savings and investments, reviewing your 401(k) or IRAs to ensure they are properly diversified and aligned with your retirement goals. Additionally, we assess your income needs, identifying the best strategy for withdrawing funds and maximizing Social Security benefits. By analyzing your healthcare costs and ensuring you have a plan in place for Medicare or other coverage, we help you create a roadmap that addresses your financial needs throughout your retirement years. This comprehensive approach ensures that your retirement is as comfortable and financially secure as possible.