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Retirement Planning

Retirement Planning


We have a unique approach to retirement planning. We work with clients to ensure they can afford to retire but the conversation doesn't stop there. We know that money can't buy you happiness. Money may afford you safety, security, and financial well-being but it can't buy you happiness that is sustainable. Most people crave meaning in their lives.

By taking the time to listen to your thoughts and goals, and giving you the chance to reflect on your personal interests, we can help you qualify and quantify what is important to you.

What gets you up in the morning?

What are you curious about, or looking forward to?

What are the interests and activities that excite and motivate you?

What are some causes you'd like to know more about and participate in?

The idea of retirement has changed and our process encourages clients to look at things differently. There needs to be enough purpose to get up in the morning, and enough money to sleep at night. Purpose evolves as interests and experiences change, and as you pass through different ages and stages of life. We're so caught up in doing what we have to do. So, let me ask you...

Do you have a clear vision of how you want to spend your time in retirement?

Our new video, The EPIC Retirement, describes four keys to ensuring your retirement years are a time where your mind, body, and spirit thrive, not just survive. Let go of preconceived notions about retirement and consider the opportunities that come with seeing retirement in an entirely new light.”

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Wistia video thumbnail - Epic Retirement Final

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To learn about how we help our clients live an EPIC Retirement, please provide us with your contact info and we’ll get right back to you.