Countdown to Retirement

For many people, the idea of a “Bucket List” (popularized by the movie of the same name in 2001), has become the primary focus of their retirement plan (things to do and places to see before they die).

We look at retirement planning in a much different way. Preparation for retirement involves much more than putting together a Top 10 ‘To Do or See’ list. It involves identifying what will provide you with true satisfaction and happiness in retirement. We begin with this question:

What is your purpose?

The answer to this question is the true focus of our planning, and what sets us apart is how we utilize our clients’ strengths and assets to achieve the successful and meaningful retirement they desire.

With our vast experience in helping clients retire, we provide one-on-one consultation for individuals and families, and conduct workshops for organizations and companies.

If you are preparing for retirement or would like to begin doing so, we would love to talk to you.