Your financial life has been much like climbing a mountain, full of challenges and obstacles.

The most significant may lie ahead.

At the top of the mountain, the dynamics of your money change 180 degrees as you begin to head back down. In other words, during your working years, you were putting money into your assets, and in retirement you’ll be pulling them out.

It’s here that most realize that the summit was never the objective, but merely the half-way point…

YOUR RETIREE STRATEGY PROCESS

…Now that you’re here, we’ve designed our Retiree Strategy Process to educate you on the most efficient and effective ways to safely get back down the mountain.

THE THREE FUNCTIONS OF MONEY IN RETIREMENT

Income

Your retirement income objective must be satisfied first and foremost. Without sufficient income, the next two functions become difficult to satisfy.

Liquidity

Liquidity in retirement is simply defined as money not being drawn upon for income.

Legacy

The more efficient you are at satisfying the first two functions, the more money generally left over for legacy.
YOUR SPECIFIC RETIREMENT OBJECTIVES

YOUR SPECIFIC RETIREMENT OBJECTIVES

Take a moment and put careful thought into The 3 Functions of Money in Retirement specific to your retirement objectives. These numbers will serve as the basis of what we’ll be aiming to accomplish throughout your Retiree Strategy Process.

  • This field is for validation purposes and should be left unchanged.
  • How Much? (Pre-tax or after-tax)
  • Defined as money not being used for income
  • If there are no specific legacy objectives, then generally this is as much as possible after income and liquidity objectives are met