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…
…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
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.