Step into a retirement well lived.
The season of retirement can be both exciting and unnerving. There’s the shift in routine, especially if you’ve been working a full-time job for decades. You’re likely to experience a change in income as well as new opportunities. And then there’s the influx of time — how will you spend it?
With financial and business planners on our team, we can guide you through everything from transitioning property to distributing your assets in a way that mimics a paycheck. We also can help you define, confirm, or redefine your goals as your life in retirement evolves.
Our approach includes:
- Formulating a savings plan to help you reach retirement lifestyle goals and implementing distribution strategies once retirement income is needed.
- Navigating the early retirement transition of exiting the workplace and entering a new season of life.
- Providing an “Output and Recommendations” summary after our meeting and talking through your implementation plan.
- Connecting your with industry professionals such as healthcare providers, insurance brokers, estate attorneys, and CPAs.
- Creating a visual representation of critical cash-flow components and allowing for thoughtful strategies around your distribution planning.