Make These Years Your Best Years.
After working 30+ years, you deserve financial independence. But first—you have to make a plan that works for you.
After years of hard-earned income saved up, you’re probably wondering about your next move. Retirement planning can be a rewarding experience with an efficient strategy.
The market, RMDs (required minimum distributions), and Social Security can be challenging to wrap your head around. Our team simplifies the details in a way that is easy to understand (we ditch the finance jargon👋). It’s the first step to becoming more knowledgeable about your money and making informed financial decisions.
Most people underestimate their expenses in retirement. For starters, how much cash or cash equivalents should you have set aside? The answer is 12-24 months of the amount you need to withdraw from your portfolio.
Confidently Spend Your Money in Retirement. Seriously.
Our team works with you to get to retirement, and we stick around during your retirement.
Did you know the average age for a financial advisor is 58 years old? Planning for retirement is already stressful enough, avoid working with an advisor who may retire before you do. When you work with our team, you’re not just working with a single person—you gain access to an entire team.
We think of retirement as the 50-yard line, not the end zone. It’s more than helping you save efficiently. Our team provides strategic guidance to help you decumulate, spend your assets in a smart way, and ensure your loved ones are taken care of in the future.
No matter the state of the market, we help you focus on the controllable aspects of your plan through a long-term lens that suits your needs.
Are you looking to retire in the next five years?
Keep reading, we might be a fit if…
Are you over the age of 60 and would consider yourself a “millionaire next door”?
Have you maxed out your 401(k) throughout your career?
Are you looking at a tsunami of RMDs when you turn 73?
Do you care about your family and loved ones?
Do you have at least $2M of investable assets?
Do you believe in professional advice and delegation, and you’re a nice person? (seriously, that last one is a deal-breaker…)
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