Who We Serve
Retirees
You’ve worked hard for the money; now it’s time to let the money work for you. As you embark on this new journey through retirement, your Chicory advisor will create a financial plan that reflects your values, is optimized for longevity, and supports the kind of lifestyle you’ve been dreaming of.
You can lean on us to help you navigate the Big Questions that often arise during this stage of life:
- Can I retire right now with what I have?
- What happens if I live longer than expected?
- What’s the most tax-efficient way to withdraw from my accounts?
- When should I take Social Security to maximize benefits?
- How can I make an income from my investments without taking too much risk?
- What healthcare expenses do most retirees underestimate?
- What’s the best way to structure my kids’ inheritance?
- How much is “too much” to give away to charity?
A Complete Financial Picture
We look at every element of your financial life, including:
Retirement Cash Flow
Estate Planning
Tax Planning
Insurance Advice
Values-based Investment Strategies
Real Estate Planning
Charitable Giving
