Planning for and Living in Retirement

Some people call it "retirement" but we prefer to think of it as having financial freedom.  Financial freedom means that you can choose to continue to work or run your business full-time, slow down a bit and let others do the heavy lifting or sell your business (or retire from your job) and walk away altogether.

And while the financial aspects of this stage are critical, there are also emotional, social, physical and spiritual aspects of life after a full-time career.

Our clients know that when that day comes, they have a plan for life and their finances.  They are clear about what is important to them and how they want to spend this chapter in life.  They have a strategy for claiming social security and have insight into their Medicare plans. They know which sources of their retirement income are taxed and in what manner. They are comfortable with the amount of volatility in their portfolio because we've purposefully structured it accordingly.

Our goal is for our clients to to live the lifestyle they want, whether that includes travel, maintaining multiple homes, paying for grandchildren’s college or all of that. Our mission is to have them know where their “retirement paycheck comes from, that they have a strategy for leaving a financial legacy.” 

If you or someone you know is thinking about that chapter, let's talk. We're here to help.