Retiree

At HCR, we see retirement a bit differently. To us, you are not retiring from something, but rather retiring to what’s next. A new stage in life where you are free to live to the fullest, enjoying the fruits of your labor. We are here to ensure you are in a financial position to do so and work hard towards maintaining that standard of living, so you don’t have to. 

We monitor benefits closely and will provide advice on the when’s and the how’s of Social Security & Medicare distribution, so you can sit back (or get active) and enjoy your retirement 

We’ll see to it that your hard work is rewarded by ensuring full benefits from former employers are paid and your pension is exactly what you expected

We will structure your distributions, contributions, deductions and exemptions to minimize the tax burden on your retirement finances. This includes managing IRA and 401(k) distributions, identifying tax credits, and maximizing tax-free income 

We help create your wealth transfer strategy and review your estate plans to guarantee a seamless process

We always have an eye on the long-term, and work proactively to develop sustainable financial plans that factor in healthcare expenses, assisted living, and other care-driven services

Start Your Plan

We are excited to connect with you. Please fill out the form to get in touch with us.

We are committed to fostering a diverse and inclusive atmosphere to promote cultural sensitivity where we live and work. Click here to read our Diversity & Inclusion statement and Core Values.