A complete retirement plan needs six pillars for a financially successful retirement: income plan, investment plan, tax plan, health & long-term care plan, legacy plan, and a fiduciary advisor. Through our proprietary 360° RETIREMENT PLANNING™ PROCESS, we establish a detailed and written plan for each of these pillars to help you achieve a financially independent lifestyle.
A planning process designed to achieve the lifestyle you want.
During retirement, you need a guaranteed stream of income that stretches beyond Social Security and pensions to cover your basic living expenses. We will help you build a reliable income plan suited for your lifestyle.
Retirement is a fundamental shift in your lifestyle that affects your money. Your investment planning strategy transitions into risk management with more of a focus centered on preservation. We advocate for an active approach to managing money with the primary goal of avoiding significant losses.
What have you done to help mitigate the risk of rising taxes during your retirement? For many approaching retirement, rising taxes are concerning. With a strong tax plan in place and a team by your side, you could limit your exposure to excess tax liabilities.
In retirement, healthcare may be the largest expense – and one that no one likes to talk about.
When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity, and maintain independence. We will work with you on forming a long-term healthcare care plan that aligns with your unique retirement journey.
What are the best ways to help protect your legacy? Whether you are leaving a financial estate to your family or favorite charities, proper legacy planning is the way to ensure that you’re in control of what happens.
As you approach retirement, your strategies should be adapting along with you. As fiduciary advisors, we find the best possible options for you, and we always aim to put your best interests first. Your financial stability is our priority.
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
*We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management.
