- Which have you spent more hours planning for: your retirement or your next vacation?
- Are you planning to achieve financial independence at an age that allows freedom to pursue new opportunities?
- How will you spend your time when you retire?
- How soon do you want to retire, and how soon do you want financial independence?
Successful retirement planning provides confidence that you will have enough money after you stop working. Reaching financial independence means you have more life-enriching options either before or during retirement. Financial independence allows you to spend more time doing things that are important to you and finding new and creative ways to utilize your gifts, talents, and experience.
We believe that retirement isn’t just about money. It is about personal fulfillment, memory makers, health, and enjoyment. We help clients plan for fulfilling retirement years.