Facing Retirement

Retirement can be an exciting and a daunting time in your life. There are many decisions to be made and possibly some unexpected expenses to consider when you prepare to retire. Some of the growing concerns that we often hear from our retiree clients include adequacy of health care coverage, living too long or outliving one’s resources, declining or stagnant income, care giving demands, or a combination of these scenarios. At Investment House on Forest, Inc. we have worked with many retirees over the years who have faced similar challenges. With our experience and expertise we can design a plan that will help you make a smooth transition into the next phase in your life.