Retirement Planning
Funding a comfortable lifestyle through retirement
and leaving a lasting, positive legacy are
two of life’s greatest challenges -
a Wilderness to navigate though our years...
Our firm specializes in "Financial Wilderness Management," for:
- Retirement - Income for Life / Lifestyle
- Family / Individual Income & Savings Strategies
- Life Transitions – Job, Marital Status, Family, & Health Change Related
- Windfalls, Settlements, Inheritance, Estate Consultations
- Investments – Basic to Boutique
- Survivor Income Needs
- Insurance Needs and Strategies
- Long Term Care Expense Insurance for Family, Spouse, Self
- Business Planning Opportunities
Just think, isn't it amazing how, today, we can learn how to do almost anything online? Even something as intricate as open heart surgery. But we certainly wouldn't perform that procedure on our own family, even following step-by-step how-to videos. Surgeons themselves generally will not, cannot operate on those they're close to. And of course no one can attempt it on themselves.
Yet so many people over 50 are attempting essentially the same thing -
when it comes to getting retirement, business, and estate planning right...
How about you?
Why not consider personalized, goal-focused planning for lifetime/retirement income, for addressing your needs, wants, wishes, health changes, and legacy (end of life arrangements).
Our process for developing your unique Financial-Life Map is encouraging, engaging and very enlightening!
Some of our clients once wondered if they could retire early. Or ever retire! And now are, or plan to, within the next 3-5 years. Some retire fully, others, partially, Always, a few clients are addressing major transitions in life, but not alone. Each has unique plans, updated in real-time, alongside them.
It costs nothing but about an hour of time to reach out and explore how we might help you better your financial positions and increase your confidence for the future, too.