What Do You Do When Your Regular Paycheck Stops?
Clear View Retirement Income Management Service
- Comprehensive Retirement Income Planning with an Integrated and Customized Asset Allocation to Provide You with SMART© Portfolio Withdrawal Strategies
- Customized Investment Strategies Designed to Replace and Generate Income in Retirement
- Regular Monitoring & Reporting to Help You Stay on Track
Take Control of your Finances
Can you retire? Can you survive retirement? If not, what should you do?
Our Free Retirement Report will provide you a comprehensive analysis that will answer three key questions: 1) Should I save more? 2) When can I retire? 3) How much should my expenses be?
For more in-depth answers, we recommend our RetireRight Reality Readiness Check-Up.
More About Retirement Planning
What’s Next? What will you do when you leave your job, your career or your business?
To have a more successful retirement journey, it’s best to have a plan about what it is that will bring meaning to this next chapter in your life.
Let’s face it. Stepping away from what we all know and are used to can be intimidating. And leaving the comfort of your career or job or business can be difficult.
Money is a means to an end. What is it that you want your money to do for you? Will it be used for more material goods, charitable works, building a lasting family legacy or accumulating more experiences to cherish? No amount of money accumulated and invested will bring happiness unless you know your purpose and how that wealth will work to further your goals.
This is why we urge our clients considering their transition into the next phase of life to find their special purpose that provides them with meaning. Armed with this knowledge we can have more meaningful discussions on how our planning and investment strategies can augment and further those goals.
To help clients get started on this journey, we recommend the tools offered through The Platinum Years.
A comprehensive series of programs and training tools to identify potential opportunities, options and solutions using a systematic and holistic approach that busy professionals like you expect.
The Purpose Program: This program helps you be proactive – avoiding a reactive retirement – by learning the practical “how-to” steps to create a strategic life plan. It helps you find meaningful activities so you won’t feel bored and irrelevant, identifying lifestyle options that you never thought of before.
This is not about financial planning. It’s actually a “non-financial retirement plan” that identifies what’s really important to you and what you want to do next, so you can make sound life decisions.
- Let go of the past and move on in your life
- Avoid feeling meaningless and successfully answer “Who am I when I’m no longer doing X?”
- Increase your self-esteem and self-worth
- Connect your life to something bigger and better.
Senior Helper Assistance Program
Through this program we can assist seniors and their family members or caregivers by evaluating health care options or government benefits and prepare plans to help protect estates through various gifting strategies, estate planning tools and insurance options.
This service can include recommendations for optimizing Social Security benefits, planning for tax efficient distributions in retirement, tax strategies that caregivers or family members may use to lower the cost of care for an elder parent and evaluating options for health insurance and prescription coverage including Part D.
Elder Care Options
If you or a loved one may be interested in evaluating senior living options, we can help. While we focus on evaluating the financial, tax and cash-flow impact of retirement living options, we also have access to a nationwide network of other professionals who may help with other aspects of senior living.