Pre-Retirees
These clients are typically 50+ and want to focus on their finances as they prepare to enter the next season of life…the “golden years.” They aren’t exactly sure when they want to retire, but most likely within the next 5-10 years.
They have questions, like:
- What is a realistic retirement date, given my current circumstances?
- How can we maximize my retirement income, while reducing taxes?
- Help me understand proper insurance, and what benefits I might qualify for?
These clients are typically tired of being sold to, and want to be heard and helped on their journey to retirement. See how we incorporate Values-Based Planning into our retirement planning process, and how you truly come first, without the annoying sales pitch.
Retired
These clients tend to be in their mid-50s or early 60s and have a date in mind for retirement, or have just officially retired!
They have questions, like:
- How can I reduce my taxes in retirement?
- Do I have enough to live comfortably and do the things I’ve always wanted to do?
- How do I leave a legacy for my family?
More important than the answers to their questions, these clients want comprehensive retirement planning from a financial partner – not just a planner.
If this sounds like you, we are confident in our ability to ensure that you enjoy your golden years on your terms. Read more on our Retirement Planning Page!
