Don’t Just Prepare for Retirement. Over-Prepare.
Don’t Just Retire. Truly Enjoy being Financially Free & Independent.
We are prepared to guide you every step of the way.
Preparing for Retirement
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.
Transitioning to Retirement
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.
- 3 Scenario Tests That Are a Must In Your Retirement Countdown
- 3 Stress Tests That Are a Must In Your Retirement Countdown
- How to Properly Transition to Retirement Guide
- DYNAMIC WEALTH & PORTFOLIO MANAGEMENT TIPS: How to Continually be Prepared for Financial Opportunities and Dangers Around the Corner
Now Retired, Now What?
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.
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.
Want to Discuss Your Situation?
A simple conversation with one of our advisors may help you best sort out your needs and next steps. We’d be happy to confidentially chat with you. Just let us know when you are ready.
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