Retirees
Retirement income, long-term care and estate plans that work together.
Whether you are a few years from retiring or already there, we help you plan income, prepare for the cost of care, and coordinate your estate with your attorney.
For you
This is for you if
- You are within a few years of retirement and want a plan for your income.
- You are retired and want to know your plan still fits.
- You want your estate documents and your plan to agree with each other.
How we help
How we help.
Retirement income planning
A plan for turning savings into income, and for how it fits the rest of your life.
Annuities
One option among several, explained in plain language, with costs and limits.
Long-term care insurance
Plan ahead for the cost of care.
Estate coordination
Wills, trusts, power of attorney and health care proxies, coordinated with your attorney.
Looking at annuities?
Our Annuities and Income page explains how they work, what they cost and what to weigh.
About annuities and incomeOur process
Five steps, one conversation at a time.
- 01
Strategy call
We learn your goals, your compensation and your challenges.
- 02
Financial health check
Cash flow, debt, benefits and investments, on one page.
- 03
Personalized plan
Clear actions that fit your goals.
- 04
Implementation
We do the heavy lifting with you.
- 05
Ongoing check-ins
Regular conversations as your life and career change.
Q&A
Questions we hear first.
It is a plan for turning what you have saved into income you can count on, and for how that income fits with the rest of your life.
Any time. If you are within a few years of retiring, sooner is better, and if you are already retired we can check that your plan still fits.
Yes. Annuities are one option we discuss, among several. Our Annuities and Income page explains how they work, what they cost and what to weigh.
Insurance meant to help cover the cost of care over a long period, such as in-home or facility care. We talk through whether it fits your plan.
No. Your attorney drafts them. We coordinate your plan with your attorney so the documents and the plan agree.
Yes. We coordinate with them, and we can introduce you to one if you need one.
No. Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal or accounting professional.
Schedule a consultation. We start with your goals and your questions.
Our team
Who you will work with.
Stephanie Staggs
CEO & Financial Planner
Don Sullivan
Director of Wealth Management
Noelle Casey
Financial Advisor, RICP®
Next step
Ready when you are.
Schedule a time, call, or send us a note.
Stay in touch