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Retirement Planning

If you were to do an internet search for retirement planning, the results are as varied and as limitless as there are stars in the sky. Everything from how much you need to have in investments to what the proper amount of distribution can be.

Well, from seeing many clients retire and do “retirement” their own way. We came up with one thread in everyone’s plan.

“No two plans are alike” That’s it in a nutshell.

Armed with that knowledge, we like to sit down with clients and talk about what could face them in the future.

The prospect of now being home together. What daily routines will now be challenged? Changed? Cause stress?

Some expenses change, some increase, others decrease.

What medical issues are there? Long term care?

Travel? Where? When? How? cost?

What’s on the bucket list?

These are only a few of the “Living” parts of retirement. You never quite end up where you expect, and the journey is not what you start.

Life gets in the way of the best laid plans.

We look at ways in where you have the best amount of flexibility in your plan and journey. That’s where you’ll achieve you’re bucket list.

We look at the transitional first few years of retirement, what’s your state of mind? and where’s our health? Then move from there monitoring and changing as we need to.

As we work through the process, we will constantly be uncovering all sorts of items that will come and go in your life.

As the saying goes “The journey of a thousand miles begins with the first step”

That first step is sitting down and starting a plan! We can offer the real life situations that we’ve seen our clients encounter over the last 35 years.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 630-481-7290