The Five Levers of Retirement Planning
Wealth Management Philosophy

Amidst volatile markets and dire headlines, it can be stressful to try and plan for retirement.

Will your money last?

While there are many factors you cannot influence, there are five things you can control:

  1. How Long Will I Work?
  2. How Much Can I Save?
  3. How Much Will I Spend in Retirement?
  4. How Much Risk Will I Take On?
  5. What Will I Leave Behind?

We call these the Five Levers. Plan your retirement by answering these questions and adjusting these levers to account for your priorities and goals. By creating a solid financial plan, you will be able to have peace of mind as you approach retirement, and the flexibility to adjust for changes as they come.

Learn more about how to set yourself up for success by downloading our guide:
The Five Levers of Retirement Planning.

Request your copy today by filling out the form.

Are you on track for the retirement you want?

Wealth Management Team

Melissa D. Bane, CPA, CFP®, PFS®, ChFC

Senior Client Private Advisor


William M Coxe, Jr., CRPC

Private Client Advisor

K. Diane Smith

Private Client Administrator

Callie Bradshaw

Private Client Specialist

Brian L. Disher, CFP®

Director of Wealth Management

John W. Cooper, CFP®

Senior Private Client Advisor

Germein De Sario

Private Client Administrator