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Retirement planning

Bronze Retirement

Typical age: 40 to 55
  • It’s never too early to plan for retirement. Start arranging your investments when you have time on your side. 
  • We’ll work with you to create a roadmap to a healthy, wealthy retirement. We can take each element of your financial life (income, mortgage, stocks, 401k, pension, etc.) into account as we optimize your returns based on your risk tolerance and shelter as much of your assets as possible from taxes, fees, and inflation.
  • Benefits
  • Cash flow analysis 
  • Debt management
  • Budgeting
  • Retirement goal setting
  • Review employer-sponsored plans (401, 403b, 457, TSP, etc.) or self-employed retirement plan
  • Tax savings strategies 
Schedule A Call

Silver Retirement

Typical age: 55 to 62
  • Life changes dramatically when you shift from child-rearing to retirement. This change is tragic for some, while others can’t wait for the freedom that the empty-nester stage affords.
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  • Even if you haven’t thought much about retirement before now, there are catch-up provisions to reduce your taxes and boost your retirement savings.  Explore these and/or the possibility of partial retirement. 
  • Benefits 
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  • Cash flow analysis 
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  • Debt management 
  •  
  • Budgeting 
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  • Retirement goal setting
  • Review employer-sponsored plans (401, 403b, 457, TSP, etc.) or self-employed retirement plan 
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  • Tax savings strategies 
  • Pension maximization
  • Social Security optimization   
Schedule A Call

Gold Retirement

Typical age: 62 to 66
  • After working for 30 years, you are ready to relax and enjoy the fruits of your labors. But retirement involves a lot more than quitting your job.  There are complex questions require you to factor in many variables that often require the advice of financial professionals aided by projections from advanced financial software.  We can take the guesswork out of making your nest egg last and handling the distribution of your retirement assets.   
  • Benefits 
  • Cash flow analysis
  • Debt management
  • Budgeting
  • Retirement goal setting
  •   Review employer-sponsored plans (401, 403b, 457, TSP, etc.) or self-employed retirement plan
  • Tax savings strategies
  • Pension maximization
  • Social Security optimization
  • Medicare planning
  • Long-term care planning 
Schedule A Call

Platinum Retirement

Typical age: 66 to 86
  • This is the stage of life to relax and enjoy the nest egg you’ve built over the years. You may choose to spend your golden years with family, watching your children and grandchildren grow and start families of their own. With guidance from our team of professionals, you can arrange your affairs to maintain your lifestyle in retirement, mitigate risks of long-term care, and leave a legacy to those you love.  
  • Benefits 
  • Cash flow analysis
  • Debt management
  • Budgeting
  • Retirement goal setting
  •   Review employer-sponsored plans (401, 403b, 457, TSP, etc.) or self-employed retirement plan
  • Tax savings strategies
  • Pension maximization
  • Social Security optimization
  • Medicare planning
  • Long-term care planning
  • Finding solutions to extend existing resources
  • Preparing and confronting financial issues when emergencies occur
  • Demystify Medicare and its various supplemental plans to cover long-term care 
Schedule A Call

Start Your Retirement Plan Today

Take the guesswork out of making your nest egg last and handling the distribution of your retirement assets.   We can help you answer many complex retirement questions.

Schedule A Call