Financial freedom generally means having enough savings, investments and cash on hand to afford the lifestyle you want for yourself and your family. It means having a nest egg that will allow you to retire and live life on your terms.

Gaining financial freedom takes careful planning. No matter what your age, you need to figure out how much you need to be saving for retirement and map out the steps to get there.

In retirement, the focus shifts to ensuring your nest egg is maintained and preserved over the balance of your life.

No matter where you are in life we’ve designed retirement solutions for you.

How much you need is unique to you.

Building off of our One-Page Plan package, our pre-retirement planning meetings focus on mapping out your expected cash flow in retirement and work backwards to come up with an overall strategic plan to get you there. 

We look at your total financial picture and take into consideration your insurance, investments, pensions and savings.  

You’ll walk away with an answers to whether your on track, and if not, what you need to do to get there.  

Being ready for retirement is about more than knowing your nest egg can support your cash flow needs for the balance of your life.

It’s natural to experience a roller coaster of feelings and emotions as you embark on one the biggest changes of your life. You may not realize how much of your identity is tied into the career you’re leaving behind.  

Yes, we’ll answer the question: “Do I have enough?” but more importantly we’ll work with you to navigate this milestone by drawing on our understanding of your natural behavior, the life you’ve lived and your desired lifestyle as you move forward into retirement. 

As you settle into retirement your emphasis has shifted from growing your nest egg to ensuring you have financial-peace-of-mind.

You want your finances to be worry-free. For most, this means planning for a tax-efficient income and preserving the wealth you’ve built over your lifetime. 

We work with retirees to review your required rate of return and the rate of withdrawal between all of your accounts to ensure your nest egg lasts.