Retirement Planning

Our job in this retirement planning arena is to help you match your needs and goals with the most suitable financial products and investments available. Given today’s dramatically longer life expectancies, combined with declining Social Security payouts and escalating health care costs, your planning is more complex than generations before you. Thus, as a beginning point to retirement planning, we help you make a realistic appraisal of your financial situation and then help you to balance your immediate financial needs with long-term

plans to help ensure that you don’t run out of money during retirement, and can enjoy the lifestyle you want.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

b.shank@shankwm.com |  (281) 359-3133