RETIREMENT PLANNING
You have worked hard to get to this point and now you are ready to enter the next phase of your life with confidence.
Whether that means leaving the workforce to spend time traveling, reducing your workload to pursue interests you never had time for, or something in-between, we work with you to make sure your life and finances are in alignment.
As part of our retirement planning service, we’ll help you answer questions such as:
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How can I worry less about running out of money in retirement?
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How do I transition from receiving a paycheck to living off my savings?
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When should I claim Social Security?
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What do I do if there’s a recession during my retirement? (Spoiler alert-there will be at least one).
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How can I check off my bucket list items while still living comfortably in the day-to-day?
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How do I manage the complicated relationship between my investments, taxes and financial planning?
We're a fiduciary, fee-only SEC-registered investment adviser who always acts in your best interest.
Our Process
SCHEDULE AN INTRODUCTORY CALL
We take this time to hear what issues are most important to you. From the issues that are keeping you up at night, to your big-picture goals and bucket list items, we want to get to know you - not just your financial situation.
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Our Getting Acquainted meeting can be either in-person in our Boca Raton office, or virtually via Zoom meetings. (In order to take necessary precautions due to COVID-19, we are currently only scheduling meetings virtually via Zoom, you can schedule a call here.)
FINANCIAL PLAN CREATION & DELIVERY (1-2 MEETINGS)
Our team of experts will put our heads together and take all of the information available regarding your financial life and put it to work.
We’ll develop a comprehensive or segmented financial plan that addresses everything from your future retirement to short-term savings goals to cash flow.
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PLAN IMPLEMENTATION & REVISIONS (ONGOING)
Now it's time to put your plan into action.
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This can include setting up the proper brokerage accounts, re-allocating investments, and making introductions to other professionals such as estate planning attorneys, and insurance brokers.
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We like to have an ongoing partnership with our clients to make sure we are there for life's important decisions.
Am I a good fit?
OUR TYPICAL CLIENTS ARE:
Savers within 5-10 years of a retirement transition or in retirement who have accumulated $500,000 or more of investment assets.
People who value expert guidance and understand that their chances of success in their retirement is improved by partnering with someone who has helped many others succeed.
WHAT IT COSTS:
Portfolio Value | *Annual Fee |
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First $1,000,000 | 1.00% |
From $1,000,000 to $2,000,000 | 0.75% |
Over $2,000,000 | 0.50% |
* As a percentage of assets.