Entering
Retirement

Retirement is a rewarding chapter in life where important choices and financial decisions need to be weighed to provide the comfort you need to live your ONE BEST LIFE going forward.

Whether you are considering the plunge into retirement or are already there, having an adaptable plan in place is key.

What type of retirement lifestyle do you want? Are you prepared?

We'll help you plan for the "what if" moments that concern you most so you can embrace your retirement years with confidence.

By understanding the “what if factors” that can arise and how they could affect your lifestyle, we can help you develop a plan to prepare you for the future.

entering retirement drawing

We can help you answer important questions such as:

  • bullet How much income do I need to support the lifestyle I want?
  • bullet At what age should I start taking distributions from my 401(K), 403(b) or 457(b) plan?
  • bullet What tax penalties should I be aware of before taking a distribution?
  • bullet When should I begin taking my social security benefits? How much will I receive?
  • bullet What about inflation? How can I plan for this on a fixed income?
  • bullet Do I have enough financial means to last?
  • bullet How will my loved ones be taken care of should something happen to me?
  • bullet How can I protect my financial stability from unknown healthcare needs and expenses?
  • bullet Are my investment risk tolerances in line with my goals?
  • bullet Does it make financial sense for me to work a part-time job after retiring?

Would you like to achieve more confidence and a clear understanding of your financial retirement situation?

Say hello to the LifePrint® Advantage.

LifePrint® Advantage will help you understand what drives the emotions that contribute to your financial mindset. Through a series of interactive discovery-based exercises, we will help you to align your decision-making with your ideal retirement life.

By considering the bigger picture items in your life, together we can identify the priorities you need to address so you can embrace retirement while continuing to make important decisions with clarity and confidence.

retirement dinner party

Our LifePrint® Advantage process will help you:

  • bullet Identify and clarify your personal goals to help plan for the future
  • bullet Consider the trade-offs that come when making important financial decisions
  • bullet Create an action plan to prioritize, implement and review your financial retirement position ongoing
  • bullet Define your legacy and its intended future purpose(s)
  • bullet Gain an understanding of your closest loved ones' goals and priorities
  • bullet Prepare the necessary contingency plans to help cover for unexpected expenses
  • bullet Obtain more confidence knowing your loved ones will be taken care of in the event that something happens to you

Don’t simply retire from something; have something to retire to.
– Harry Emerson Fosdick

We’ll help you plan for the future, so you can live more in the now!

By learning together our work will result in an individualized financial retirement plan to help you maintain the lifestyle you desire now and into your future.

We will proactively review and adapt your customized retirement plan throughout the years as you and your loved ones move through life making important financial decisions with clarity and confidence.

Review your bottom line at any time.

We provide you with tools and technologies that deliver a real-time snapshot of your complete financial overview that is accessible online 24/7.

Most important, we will be by your side to advise, answer your questions and educate you throughout your retirement transition.

Second Opinion Partners