Retirement Planning

Retirement requires the highest levels of financial strength, flexibility and endurance. Whether your goal is to retire early, late or never, our goal is to eliminate your dependence on earned income and maintain your desired standard of living.

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Three years before and three years after retirement is a critical transition period. We monitor important financial and lifestyle checkpoints, with the goal of keeping your trajectory on the Stages of Financial Freedom exactly where it needs to be, allowing you to truly enjoy being financially free and independent.

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What if I’ve already retired on my own or with another advisor? Quite a number of clients come in contact with us after retiring and ask us to examine their situation using our proprietary tools and services. We are happy to upgrade your plan and help you enjoy an exciting new level of clarity, confidence, and direction.

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Manage the Four
Phases of Retirement

MIT AgeLab suggests reframing the traditional “retirement” conversation from a single state to a four-phased concept consisting of the honeymoon stage, the big decision stage, the navigating longevity stage and the solo journey stage (for a surviving spouse). We could not agree more! Through three decades in the trenches with clients in each phase, we have developed services and tools to navigate these four phases with ease.

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