Achieving Financial Independence

There are many ways to create peace of mind around money, but it is in retirement planning that this mission can be most fully achieved. Retirement planning is essentially financial independence planning. Financial independence is the ability to live the lifestyle you desire without the need to work. Although there is obviously middle ground, retirement planning conversations typically fall into one of two Categories:




Accumulating Wealth

So, you’ve got a handle on the basics, but what’s next? How do you get from where you are today to not having to work anymore?

First, we’ll show you what your future financial life is most likely going to look like if you keep doing all the same things. Then we’ll show you what’s possible. Best case scenarios, worst case scenarios, & a lot of in between.

From our deep dive into your own strengths & weaknesses, we’ll identify the things you can do that have the most impact on your chances of achieving financial independence. Then we’ll guide you through checking off as much of that list as you’d like.

Retirement Planning Feature

Retirement Income Planning

So, you’re about to retire in a few years. You have a pretty good idea what it’s going to look like financially, but is there something you missed?

Is there a tax law you’re not aware of, or a benefit you’re not maximizing?

What if you’re too conservative with your spending and could’ve spent more?

What if you’re too aggressive?

What if you spend too much and run out of money?

Retirement Planning

Retirement Planning Feature

The math is complicated & the cost of getting these answers wrong is enormous. We’ll provide you with a clear picture of what’s possible - both the good & the bad. As well as what’s not possible, so you can have peace of mind.

If it has to do with retirement, we’ll analyze it. Since the amount of analysis we do can get lengthy - often hundreds of pages – we take a lot of pride in simplifying it all into a one-page retirement distribution plan that everyone can understand.

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Want to learn more about how to improve your own retirement plan?

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