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Red Zone Retirees

With Your Finances in Order,
Serene Days Lie Ahead

Are You Close to or in the Early Stages of Retirement?

As you enter retirement, you may still be tying together loose strands of your financial picture. You look forward to enjoying your days of freedom with a sense of ease, but you might have lingering questions preventing your peace of mind. If you are 5 to 10 years into or away from retirement, you are considered to be ‘in the red-zone. We’ll partner together to synthesize all pieces of your finances, so you can experience the kind of retirement you’ve worked for all of these years.

Clarifying Your Financial Picture
Starts by Finding Answers:

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How do I coordinate my different sources of income?

What types of changes do I need to make to my investment strategy?

How can I successfully gift my wealth & assets?

How do I coordinate my different sources of income?

Progressing into retirement means leaving your work days behind, along with the normal salary and income structure you were accustomed to. Transitioning into this new phase of life means adjusting your means of financial support, and if you’ve planned accordingly, enjoying free days while living comfortably or luxuriously. But with many moving financial pieces to consider, where do you start?

We’ll begin by understanding your income sources and needs. From there, fusing together the pieces of your financial picture is the next step. We’ll walk you through the necessary steps for timely Social Security withdrawal, and we’ll coordinate your retirement accounts, pensions and investments. With retirement planning experts at your side, you can calmly enjoy retirement.

What types of changes do I need to make to my investment strategy?

Throughout the different stages of your life, your investment strategies, desired risk levels and objectives may have changed too. A new financial approach arises during retirement as well as new income streams and overall goals.

As you enter into this new phase of life, you may wonder what types of changes you need to make to your investments and how to build a strong retirement distribution portfolio. We’ll get to know you and your vision, and we’ll walk alongside you as we make adjustments to your strategy. Your sound mind is our aim.

How can I successfully gift my wealth & assets?

You’ve worked hard to accumulate and protect your assets over the course of your life. When the time comes, you want to be able to share your abundance with loved ones, charities or future generations to come. You are wondering how to best set up tax-efficient gifting strategies and prepare for proper delineation of your wealth.

With an estate plan in place, you can make sure that your wealth is passed on to the people and organizations that you have in mind. As we prepare your gifting strategies, saving on taxes for you and your beneficiaries is a top priority. We’ll create a diligent plan, so you can leave the legacy you envision.

Need Help Finalizing the Pieces of Your Retirement?

Learn About Our Process