Pre-Retirement Advising

Retirement should be process driven instead of product driven. Retirement is not an event, such as a sweet 16 birthday party that is saved for, hosted, and eventually disbursed, leaving behind cold left-over pizza and warm root beer. Retirement is, for the lack of a better term, organic. Retirement is simply, life.

How we manage this change in life is vital, not only to a successful retirement but to our overall mental health as we approach this exciting time in life.

Living in retirement is, in basic terms, living, and death is the inevitable exit strategy. Retirement does not need to begin at an unequivocal, outwardly determined, age, date, or time. It is also not an illness or physical condition to be cured. We do not seek to “heal” retirement with specific products. Instead, our firm seeks to provide guidance, foresight, and information to help clients adjust to the changes retirement brings and assist clients to make clear decisions to live personally optimal lives after leaving the workforce.