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APPROACHING RETIREMENT AND RECENTLY RETIRED

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WHAT DOES RETIREMENT MEAN TO YOU?

The choice is yours. Whether it’s travel, an encore career, or simply spending more time with your family, this is the question we’ll work with you to answer. It may be a welcome break after years of hard work, or a big question mark if your identity has been tied to your professional life for so long. If you’re ready to explore your options — congratulations! A carefully curated plan will help you clarify the range of emotions you’re experiencing to move forward strategically, comfortably, and with greater ease. It’s also never too early to prepare for how you’ll spend the years and decades, following your career. Our personalized, fee-only guidance can help you enter your encore years confident in your ability to be financially independent.

YOUR GREATEST ADVENTURE AWAITS YOU

Plan for future cash flow and determine the most tax-efficient withdrawal strategy in retirement to meet your future spending needs.
Position your investments, 401(k) contributions, and income to support your vision for retirement before you depart from your company.
Explore tax-efficient strategies and income options so that you can enjoy a lifestyle comparable to the one you’ve grown accustomed to.
Implement actionable and realistic methods to secure a comfortable future for you, your family, and the generations that will follow.
Establish additional tax-savings vessels to protect the assets you’ve worked so hard to accumulate and grow.
In tandem with your professional team, draft estate and succession plans that organize the stewardship of your assets and protect your family’s legacy.

LAUNCH A SUCCESSFUL SECOND ACT

As your long-term financial partner, it’s our job to see that you’re appropriately equipped for every next step of your journey — before, during, and after your career transition. Contact us to meet with one of our advisors today.