What if you could retire how you want to, when you want to? You can — with the right retirement plan. We start by asking questions about your retirement goals, then look at the best ways to achieve them. By gathering your information and centralizing it, we ensure that you’re not exposed to unnecessary risk or delays.
Because careers have such a huge impact on individual identity, we also recognize that retirement includes non-monetary challenges. That’s why our network includes a psychologist and coach, who help you identify the significant parts of your career and how they can be fulfilled outside work. We want you to be equipped with all the tools to look forward to the next chapter in your life.
Our discussion of your retirement plan includes:
Income: We will thoroughly discuss what income you can expect in retirement and how different choices affect your financial outlook. We cover everything from part-time employment choices to social security decisions.
Inflation, Expenses, and Longevity: Your retirement could last for decades and your financial plan should as well. We account for the increased cost of living and the accelerated growth of medical care.
Additional Goals: This is the fun part. How do you see your retirement? Is there a cabin on the lake, a luxurious garden, or a globe-trotting adventure? We can work these goals into your plan.
As you plan for retirement, we prioritize your access to your full financial picture. Our Stashboard is an online tool that helps you see all your finances in real time, and spark conversations about changes or successes. We provide as much transparency as possible so you never have to wonder if you’re making progress toward your financial goals.