SERVICES

Retirement planning

Our goals-based retirement planning approach focuses on planning for your ideal retirement lifestyle without the risk of running out of money.

Your plan is tailormade based on your needs, wants and wishes and are not “one size fits all”. Your retirement plan is a living, breathing document that is monitored daily and adjusted based on stock market and life changes.

Our Retirement Planning Process Includes:

  • Goal Setting
  • Replacing your paycheck with your retirement savings
  • Social Security Maximization: Expert advice on navigating the 10,000+ Social Security filing strategies.
  • “What-if” Planning: We can run several scenarios within one comprehensive plan that will answer your “what-if” retirement questions.
  • Spending Monitoring: We monitor your plan and let you know when a number of circumstances allow for more or less spending.
  • Health Care Stress-Testing: Rarely do individuals aspire to be in a nursing home. Instead, they strive to secure themselves against unforeseen medical expenses during their later years. Our health care stress test addresses the suitability of self-funding or insuring potential long-term care costs.
  • Pension vs. Lump-Sum: Determine whether monthly pension income or a lump-sum distribution is optimal based on your unique situation.
NEXT STEP

We offer prospective clients the ability to test-drive our services at no cost.

Take the first step to secure your financial future by obtaining your personalized Retire WYZE assessment.

Get to know us during a 20 minute Introductory Call, which gives you the opportunity to determine if we are the right fit for your retirement planning needs.

Our calls are always relaxed, informative and pressure free. If we cannot assist you, we will point you in the right direction. Guaranteed.

Take the first step by scheduling a 20 min call with a member of our team