Your independent and dignified lifestyle

Retirement Planning Process

The word retirement can mean something different to each individual. To us, it means financial freedom for you to make the choices you want in life—choices supporting the lifestyle you have worked so hard to build for you and your family. Ailsa takes a hands-on approach to help you determine the financial goals ultimately leading you to this freedom. We help you plan in ways that make sense for you to save and spend while building your nest egg for the future.

Retirement brings a change in lifestyle. When you reach retirement, we help you make this change by taking action and consolidating accounts, such as rolling over your 401(k) to your individual retirement accounts (IRA). We help you implement a retirement income strategy unique to your needs and desires. This directed planning ensures you feel confident in your quest for an independent and dignified lifestyle of choices, commonly called retirement.