"I made it ... but, there’s so much left to do."
For years, you thought this was the finish line, now you realize it’s just the beginning of a whole new phase.
You have more time to focus on yourself and on your loved ones.
"Ready for anything."
It may feel like all your focus is on managing a reduced income and stretching the savings for which you’ve worked decades.
Saving & Spending
Near Future
- Estate
- Wealth transfer
Asset & Investment Management
Through Harrison Wealth Management Group, Ltd.
- Long-Term Care Insurance
- Retirement Planning & Income Distribution Strategies