McMaster-Carr Employees/Retirees

I have been working with McMaster-Carr employees and retirees since 2009 and am experienced when it comes to crafting retirement plans for you.  I know how hard you have worked to earn the profit sharing account you have been provided.  I take a great deal of pride in managing those funds for you to generate the income you need in retirement to allow you to live the lifestyle you have worked so hard to achieve.  Whether it is providing you guidance and a roadmap to retirement while you are still working, providing an income plan that you will not outlive at retirement or creating a plan to pass on your life savings to the next generation tax efficiently, I am honored to have the opportunity to help.  When the profit sharing trust reallocation window comes around at the end of the year, how much of your account should remain in the profit sharing trust and how much should you reallocate to treasuries?  Will you make it to your “90” for medical insurance at retirement or do we need to plan accordingly?  I want to be your trusted resource to guide you along the way.