Retirement Planning

Retirement Planning

Our retirement plans determine three things:

  1. Will I have enough money to retire when I want?
  2. Will that money provide the income I need if I live longer than expected?
  3. How should I invest my money to make sure it lasts?

Our discovery and planning process helps uncover the "why" that forms the basis of our planning. If we build your plan around the things that are most important to you, we know it will be much easier for you to implement that plan. 

Retirement plans include the following:

  • Goal setting 
  • Cash flow and net worth analysis
  • Retirement expense analysis
  • Retirement income analysis
  • Social Security analysis
  • Life expectancy modeling
  • Retirement plan analysis (401(k), 403(b), 457, IRA, Roth, etc.)
  • Investment risk analysis
  • Tax-efficient withdrawal strategies
  • Portfolio recommendations
  • Investment policy statement
  • Written implementation plan

Additional services:

  • Insurance review (including long-term care, and medical)
  • Estate planning review

We believe in your long term success. We believe the key to that long term success is to have a plan to follow. Investment portfolios not tied to a plan often fail. 

If you have questions or would like to further discuss your situation, click the schedule button below to schedule a short, no-obligation phone chat.