The transition into the retirement phase is one of the most important steps in life. There are a lot of questions that begin to arise, even feeling a sense of doubt over preparedness. The common question people want to know from us is, “Do I have enough?” This comes before deciding how they are going to fill up their days with quality family time, traveling to places you’ve yet to experience, or even picking up a new hobby.
We serve clients through this journey leading up to, and sustaining in, retirement. We can help you answer that question, “Do I have enough?” But we also plan for unexpected life events, so that you can focus on things that matter most in your life: family, friends, serving others, fulfilling purpose, etc.
If you are the person who desires a partner to walk through their retirement preparedness, then we can assist! It doesn’t matter if you are just starting your career, 5 years from retirement, or already in retirement. We work with clients at all stages of the process.