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Retirement planning services

Developing a retirement plan is an important aspect of a financial plan. A personal financial advisor can partner with you to build a retirement strategy tailored to your goals and circumstances so you can feel more confident using money to maximize your return on life today, while you plan for tomorrow.

  • Step 1: Determining what life in retirement looks like for you
  • Step 2: Estimating the financial resources you'll need in retirement
  • Step 3: Creating a retirement paycheck
  • Step 4: Minimizing your taxes
  • Step 5: Building your asset allocation strategy

Learn more in our 5 steps retirement guide.

Retirement services

Approaching retirement

Before retirement arrives, you'll need a plan to transform the savings you’ve accumulated and the benefits you’re eligible for into sufficient income to sustain the lifestyle you want. A PFM advisor can help you and offer guidance regarding:

  • Pension Option Education
  • Rollover Option Education
  • Retiree healthcare
  • Income strategy
  • Tax considerations
Approaching retirement

Enjoying retirement

There are many issues to consider during retirement. Our advisors can discuss them with you and develop a plan for managing your finances, and creating a legacy for future generations.


  • Medicare
  • Charitable giving
  • Required minimum distributions
  • Estate considerations
  • Generational planning
  • Changing tax status
Enjoying retirement

Considerations for employees.

We also offer planning services to employees of Fortune 500 companies. We gather information on employer’s benefits, such as a 401(k) savings plan, pension plan, life and health insurance, and nonqualified plan benefits, all with the goal to be our client’s partner in understanding and maximizing their benefits.

We've put together handy checklists to help you prepare for your retirement.

Planned Retirement Unexpected Retirement
Retirement services2

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