It is never too early to start planning for your long-term financial security. Whether you are in your 30’s and established with a job with a great retirement program, or 5 years from retirement in your 60’s, or about ready to send that email to notify your employer you are ready to retire, we are here to help and answer your questions and help you plan accordingly.

We can offer a broad overview of how to plan for retirement expenditures or we can provide a very detailed projection of what is needed for your retirement years. Every individual sees retirement differently and we believe in tailoring our analytical approach to your retirement desires.

Using our sophisticated planning and projection tools, we can help you determine what is considered a reasonable amount to withdraw from your retirement nest egg, taking into account third-party sources of money such as Social Security plus any potential pension you may be entitled to. We will run the analysis at different rates of return, geared toward your comfort level with risk, and consider additional expenditures for future vacations, trips to see the grandkids and unexpected health care expenses.

Amy White has personally been providing retirement services for more than 20 years. While she established Prairie Ridge Asset Management in 2008, she has worked at various firms helping clients achieve their retirement dreams since 1997.  She would be delighted to help you too!