Retirement Planning

Set the Stage to Thrive in Your Second Act

Saving for retirement (or your second act) no longer involves simply setting aside money until a certain age, nor does saving “enough” guarantee a desired lifestyle or sufficient lifetime income. Smart planning means planning through retirement.

Regardless of your retirement lifestyle goals, your income must align with your expenses. So, retirement income planning is the essential ingredient for ensuring that you enjoy your ideal lifestyle in your golden years.

Whether you’re approaching retirement, changing jobs, or considering a change in your retirement strategy, we have the expertise and resources to help. 


Stay on Track by Planning For and Through Retirement

Our experts consider many factors when assessing your retirement income needs, including:

Health & Lifestyle

Desired lifestyle, Long-term disability possibilities, Life expectancies, & Major medical or other unexpected expenses

Income & Investments

Investment preferences, Tax considerations, Income sources and availability, Social Security benefits election, & Allocation of assets

Gifting & Legacy

Pre- & Post-Mortem Gifting, Charitable Giving, Legacy Defining

Whatever Happens, We’ve Got Your Back

Secure your future by leveraging accumulated retirement savings with retirement income & estate planning. Our Wealth Management professionals have the experience, knowledge, and resources necessary to keep your retirement dreams on track, even if the unexpected happens.

Email us at or call (608) 826-3570 for further information about how our Wealth Management Division can help you meet your financial goals. Or if you’d like to meet in person, we’d be happy to welcome you to our Bridge Road office at 6430 Bridge Road.

Banknotes & Resources