Prepare for the Greatest Years of Your Life.
With the right amount of planning, you can retire with the confidence you need to do whatever you want.
What does the word “retirement” mean to you? Time with your grandkids? Traveling the world? Starting a new business? Volunteering for causes you care about?
Whatever retirement looks like to you, we can help make sure the path you’re on will get you where you want to go.
The latter stage of your working life brings a wide variety of unique challenges and opportunities. Bills for college, health care and aging parents are stacking up. At the same time, you’re at your peak earning potential and could make some serious progress on your retirement savings plan.
We’ll help you optimize your benefits and tax-advantaged accounts to make sure these crucial final years of your career set you up for the retirement you’ve always wanted.
We can help you make sure that:
- You have an income stream that will support your desired lifestyle in retirement.
- Your investment portfolio represents who you are—your goals, your timeline and your risk tolerance.
- You’re paying what you have to in taxes—not more.
- Once your financial plan is in place, you stick to it.
- Your estate plan will take care of your loved ones and the causes you care about.
- You maximize your Social Security benefit by claiming at the right time.
Nick's Story
Nick's Story
Leaving the familiar world of your career and paychecks to the newness of retirement can be an understandably intimidating task. We’re here to help you navigate the unknown and make sure your money lasts.
Nick's Problem
Retirement was closer than ever for Nick. As his 56th birthday approached, he decided it was time to listen to that nagging voice in the back of his head telling him to prepare for retirement. He always planned on retiring when he turned 65, but he had no idea if that was actually possible.
Our Solution
We sat down with Nick and helped build a retirement income stream so he wouldn’t have to wonder where his money would come from in retirement. We also compiled a complete financial picture and timeline to retirement so Nick knew what steps to take so he could retire at 65.
