Financial planning for 55-70 year olds.


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Challenges that we see most people in their 50s throughout retirement experience:

  • Have a short “runway” and are running out of time to make the best decisions for their financial future.
  • Aren’t sure how they are going to turn their assets into retirement income that doesn’t rely on the investment markets. They don’t have any idea on how they are going to turn their assets into income or default to “living on the interest” which carries a risk of running out of money before retirement is complete.
  • Don’t have a framework of what investments and financial products fit their plan and often own products that could hurt their chances of success in retirement.
  • Don’t have a way to organize their entire financial picture to manage everything easily. Their finances look like the junk drawer in the kitchen.
  • Most have been investing in a 401(k) but aren’t sure how that account or the investments are going to really work in their financial plan.
  • They have an advisor but don’t usually question if the plan they have is the one that is going to work out for them.
  • Unsure if they are on track for retirement or what income to expect when they do retire that isn’t based on forecast models where variables are guessed at.
  • Have investments but don’t know enough about their investments to know if they are in the investments they should be in.

The Steps We Take to Bring Clarity and Confidence

  • Help them establish the right habits and behaviors to ensure the short “runway” has the least number of potential setbacks since “landing the plane” is the most important part.
  • Look at their complete financial picture to determine what path would be most appropriately suited to their needs.
  • Give them guidance around what products fit that path so they can make sure they’re in the right investments and financial instruments.
  • Organize their financial picture so they can start managing everything they have easily and simply.
  • Show people how to create habits and behaviors that are going to help set them up for success in accomplishing the goals they have.
  • We provide a second set of eyes on the work professionals have helped them with to give them additional resources and direction beyond what they’ve received.
  • Help build a retirement plan that works to ensure you won’t run out of income before retirement completion.

Contact us today to get started!