Enjoying Retirement Starts with a Plan
We Are Retirement Planning Experts and Provide the Most Value To:
Couples Aged 50-65
Focused on financial independence and making a successful transition to retirement.
$250k income or
$1 million investments
Tax planning becomes more important for couples who earn $250,000+ per year or have more than $1 million of investments.
Receiving stock compensation, bonuses, or deferred comp? Proactive tax planning is even more important.
Collaborative Partners
Exchange good ideas, value advice, want to enjoy an active and meaningful retirement, and make good decisions over time.
If you fit this Description, you’re in the right place……..
Your Retirement Plan Starts Here:
Step # 1 — Schedule a 20-minute Call
This brief phone call will give us a chance to introduce each other, learn more about your situation, and determine if we might be a good fit.
Click here to request our Introductory Call booking schedule.
Step # 2 — Understand your Priorities and Situation
During this meeting, we explore your important ideas and questions about retirement. We’ll also prepare your Asset-Map to clarify your current finances.
What is Asset-Map? Check out the video below.
Step # 3 — Review and Discuss your Financial Plan
The 2-3 page Executive Summary is the focus of our discussion. Written in plain English and bullet points, we’ll review your personalized recommendations, strategies, observations, and next steps.
Your financial plan includes detailed advice, ideas, and supporting schedules for:
Generating retirement income
Saving taxes
Investing
Estate planning
Protecting against risks
Fulfilling your important ideas and goals
This is a collaborative, action-orientated document, not a generic cookie-cutter printout.
Step # 4 — Consider Next Steps
Digest the plan, ask questions, and consider next steps at your pace.
Many clients decide to work with us and we help implement and oversee their retirement plan. Others choose to DIY it with the recommended actions and guidance from the plan. It is totally up to you without having to worry about a hard sell or pressure to say yes.
We want to make sure that our ongoing planning clients are a great fit and excited about having an expert in their corner managing their tax-wise, income-smart, and experience-rich retirement plan.