Retirement / Distribution Planning and Implementation

Each of us faces the challenge of living well both now and in retirement. Both strategic and tactical plans are essential in order to effectively care for both time horizons. Mosher & Ellis works with clients over time to identify how much is enough for an individual’s financial situation and will set up structures to help produce desired results.

As the actual date of retirement approaches, it is important to consider the details of what retirement life will be like and to consider what forms of distribution are warranted. Resources such as Social Security, Medicare, company or institutional pensions, employment exit planning, etc., must be effectively integrated and are important aspects of retirement decision making.

Mosher & Ellis helps clients plan and weigh the many choices associated with retirement, and then helps them set up structures that satisfy distribution requirements.

Financial Planning and Investment Management for Professionals
"Creating Prosperity by Design"

Contact Us

Mosher & Ellis
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492