RETIREMENT
Unbiased Advice
Retirement Planning Specialties
PRIVATE
CORPORATE STRATEGY
Learn how to have the business benefit the owners personal retirement needs
MANAGING
AN INHERITANCE
There are ways to structure your finances or your parents finances to minimize tax, plan for and simplify the estate.
PENSION
DECISIONS
We can help you plan, time and execute your pension to maximize your retirement goals. The decision to retire is life changing, there are so many decisions to make that will affect the rest of your life.
DIVORCE
SETTLEMENTs
A Retirement Income Specialist can help you preserve your assets, protect you in future relationships and create a comprehensive retirement income plan while you are facing divorce settlements.
Retirement Income Planning is a process, not a one-time event. There are actually three phases of retirement.
Your retirement plan is not complete unless you plan for all 3 phases of retirement.
Retirement Income Planning is about dealing with all of the decisions you need to make prior to retirement as well as the ones in retirement. It's taking into account things like taxes, pensions, and cash flow and managing risks like health, longevity, and inflation.
We call the 3 phases of retirement Restart, Relax, and Reflect.
Each phase has distinct needs that must be addressed in order for you to be able to have choice in your future.
Retirement Income Planning is a process. Restart is the best time to keep communication open with your family and to plan for the other two retirement phases. Consult our Fee-Only Retirement Income Planning.
Relax is what we call Middle Retirement. It is important in this phase to make sure your finances are set up in a way to simplify your estate and minimize taxes. Consult our Fee-Only Retirement Advisor.
A time to Reflect occurs in Late Retirement. You must always be comfortable with your financial decisions and know that your advisor is really listening to you. Consult our Fee-Only Retirement Planner.
RETIREMENT INCOME PLANNING CAN PROVIDE SIMPLE SOLUTIONS TO COMPLICATED PROBLEMS.
Your retirement needs to be designed to allow you to have choices in your life. It is an exciting time period to plan for so you want to make sure you have choices along the way if your needs or wants change. It’s your money and your life. You can design it the way you wish. Health care risk can be managed, so you can live the life you want.
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