Our Process
3 Simple Steps to Plan Your Retirement
Step 1:
Discover
Explore your retirement goals and objectives.
Step 2:
Design
Get a custom strategy designed uniquely for you.
Step 3:
Implement
Take the first steps to a stress-free retirement.
A Successful Retirement Strategy
As we prepare your personalized retirement strategy, we’ll ask you to consider the following:
- Where do you see yourself in the next 10 to 30 years?
- What is your tolerance for financial risk? Is your current portfolio over-exposed based on your nearness to retirement and economic outlook?
- How are you prepared for unexpected life events?
- Where will income come from in retirement? Will you have pension payments, dividends, Social Security, or other forms of income?
- Be prepared with a list of all your assets, including current accounts, retirement assets, and home equity.
- When do you expect to start relying on your assets to cover living expenses?
- Do you have an estate plan? This is not only important to ensure your assets are distributed per your wishes, but it can reduce taxes and ensure your health and care needs are met.
Avoiding the Top 10 Retirement Regrets
Retirement is supposed to be the best time of your life, but for many, it can come with some regrets. The part we sometimes learn too late is that when it comes to retirement, there are no do-overs.
This booklet explores some of the biggest retirement regrets so we can help you plan and avoid them. Because let's face it - no one retires thinking, “I can’t wait to be bored and broke!”
Fill out the form below to get your copy!
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
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