Near Retirees
“I only retire once, I can’t afford to be wrong”
You’ve worked hard, and retirement is less than 5 years away. It’s normal to wonder if your retirement is going to be like the commercials – all beaches and grandkids. And it’s okay to worry that it might fall short. The years leading up to retirement are filled with important questions, and risky decisions to navigate. But you don’t have to do it alone.
If you have questions that sound like these, you are in the right place.
Will I be able to afford my current lifestyle?
Can I retire early without jeopardizing my future?
My friends are talking about warm places - can I go?
Can the market hurt me and what should I do about it?
How do I get the most from Social Security?
How will I pay for healthcare before I can get Medicare?
Will I fall off the “Obamacare Subsidy Cliff”?
How can I be efficient with my taxes?
How will I pay for nursing home expenses?
Will there be anything left to pass along to my kids?
We’ve been there before, and we will go on this journey with you. You can feel confident knowing that you’re making the right moves today to prepare for your retirement.
We believe that our services are best suited for Near Retirees who have at least $500,000 of retirement assets.
What’s my next step?
15-30 MINUTE PHONE CALL
We’ll answer your questions about what it’s like to work with us, and we’ll have a few questions for you as well.