Retirement planning is the preparation for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include such lifestyle choices as how to spend time in retirement, where to live, when to completely quit working, etc. Little & Associates Wealth Management’s holistic approach to retirement planning considers all of these areas.
We have a long track record of striving to assist clients with the strategic development of a successful retirement plan. This systematic method includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Our retirement planning services include the management and monitoring of investment vehicles such as IRAs, Roth IRAs, Inherited IRAs, IRA Rollovers, and 401K Plans.