Individuals & Families

Regardless of where you are in life, there is probably a lot going on.

Regardless of where you are in life, there is probably a lot going on.

Taking care of your financial needs may not be top of mind. That’s where Humanitas can help. Whether you are planning just for you or for your family as well, we have a variety of financial solutions to help you meet whatever your goals may be.

When I retire, I am going to ________.

When I retire, I am going to ________.

What a great question and not an easy one to answer. Retirement may be nothing more than a far off dream at this point in your life. How much money will you need? When can you retire? Can you retire?

Well...that depends on you. By beginning early enough, with proper planning and some help from Humanitas we will get all of your retirement questions answered.

Let’s fill in your blank.

We specialize in helping individuals and families understand how much income they can expect to receive from social security.

In most cases, social security alone will not be enough. By analyzing the specific income needs, risk profile, and tax position of each client, we work with them to develop and implement a clear goal oriented retirement plan. We also work with our clients throughout their working years to insure their plan stays on track.

We are there for our clients In retirement as well to implement the most efficient income strategies, maintain the required level of income, and to maximize wealth that can be passed on to future generations.

Will YOU have enough income in retirement?

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