All Stages of Retirement
Including Approaching, Transitioning, and Currently Retired.
One focus, three very different conversations.
The questions that keep you up at night five years before retirement are not the questions you will be asking five years after. We plan for retirees at every stage.
01Approaching RetirementA few years out, questions piling upAfter working and saving for years, Jennifer is thinking about retirement. But she feels lost on where to start.See how we help
02Transitioning to RetirementThe paycheck just stoppedWill and Olivia are preparing to sell their business as they shift into retirement. They’re excited, but don’t feel fully prepared.See how we help
03Currently RetiredMaking sure it lastsGary and Linda are currently retired. But they’re starting to worry they may outlive their savings.See how we help
Are we a fit?
We are a good fit for retirees and near-retirees who have saved $1 million or more and want one team handling income, investments, taxes, healthcare, charitable giving and estate planning together.
- You are within about five years of retirement, or already retired.
- You have saved $1 million or more across 401(k)s, IRAs, pensions and outside investments.
- You would rather follow one written income plan than manage a handful of accounts yourself.
- You want a fee-only fiduciary, no commissions, no hidden agendas.
Not sure which one you are?
That is a normal place to start. A complimentary Retirement Income Strategy session will sort it out.