You may or may not have a set retirement date but you know that you are approaching the next phase of life. You aren’t sure where to start, but know that you want professional help making strategic decisions with your money and navigating taxes. 

You may not be in a hurry to retire, but you want to know that you have the option. This is work optional.

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On the other hand, you might know exactly when that future retirement date is. 

You’ve been working hard your whole life and intentionally saving in preparation for the work optional/retirement phase. Now it’s time to enjoy life!

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But you might have more questions than answers:

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How do I consolidate my retirement funds?

How do I invest my money to make sure it lasts?

What can I do to reduce my tax bill?

Do I have enough money to pay for healthcare, especially if I retire before 65?

How do I switch gears from working and saving to living off my investments?

How do I avoid probate when I am gone?

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The first step is to sit down with someone who will actually listen to your questions and concerns. Once your goals are clearly defined, your personalized Total Wealth Roadmap can be created.

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Your Total Wealth Roadmap will turn any apprehension into anticipation. You’ll know how all of the pieces fit together.

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Peace of mind knowing that there is an established timeline that includes future financial changes (Social Security & Medicare) 

Reduce future tax burden with a specific withdrawal strategy.

Create a dependable income stream that won’t be outlived.

Peace of mind knowing that your family will taken care of when you’re gone. 

 

With a plan in place, you can shift your focus back to the present day, knowing that you can retire anytime.

 

Want to learn more? Schedule a next best step call.