Broker Check

For Retirees

Retirement planning should inspire excitement, not worry. At Yeo & Yeo Financial Services, we help provide answers to questions such as, “Do I have enough?” “What is enough?” and “Will I be okay?” Above all, our goal is to help you retire with confidence.

It’s never too early or too late to start planning. Whether you’re preparing to leave the workforce or are already in retirement, we will help your assets work effectively for you – through the golden years of your retirement and onto the next generation.

As we partner to plan for your retirement, we will:

  • Perform a thorough needs-assessment. What does your vision of retirement look like? Through identifying your expectations and desired lifestyle, we can make estimations of what you will need for the future.
  • Retirement income modeling. We take a spectrum of factors into account with our retirement income models. For example, we look at your housing situation, future expenses, travel plans, physical ailments that might run in your family and more. Each factor has a tangible impact on our approach to maximizing the assets you currently own.
  • Discuss distribution options. Where and when you withdraw money for retirement can significantly impact your overall assets and returns. As your advocate, we will work with you to help select the optimum distribution methods that maximize your tax efficiency and potentially provide the greatest returns on your assets.

No matter where you are in life, we will be here to understand and harmonize your financial needs for you and your loved ones.