Retirement Planning

We’ve helped many people prepare for retirement. Retirement requires the highest levels of financial strength, agility, flexibility and endurance. Whether your goal is to retire early, late or never, we can help. Either way, the goal is to eliminate your dependence on earned income to maintain your desired stand of living.

NEXT

Three-years before and three-years after retirement is a critical transition period of financial and lifestyle change. There are important checkpoints and tweaks during the 3-year countdown to and the 3-year ramp-up of retirement. The goal is to make certain your trajectory on the Stages of Financial Freedom is exactly where it needs to be while you truly enjoy being financially free and independent.

NEXT

Quite a number of people come in contact with us after they have already prepared for and transitioned to retirement – to the best of their ability - on their own or with the help of another advisor. Often times, as they learn of our proprietary tools, concepts and services, they ask us to examine their situation to help them upgrade their plan and portfolio management. We are happy to do so and have a complete process aimed at helping those already retired enjoy a whole new exciting level of clarity, confidence and direction.

NEXT

Managing 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, as we have spent three decades in the trenches with clients in each phase. That’s why we have services and tools to help you navigate each of these four phases with excellence.

NEXT