Solutions

Retirement Challenges

Perhaps never have we been more responsible for how our retirement will go than today.

No matter how well funded my clients feel they are when they first meet with me they still feel anxious and lack confidence. At risk is their dreams of the retirement they have worked so hard for.

Navigating the prospect of higher taxes, inflation, market volatility and living longer than generations past are just a few of the many challenges a person faces.

Four Frustrating Options

Traditional planning once worked well when we had pensions and other retirement tools. But they are less effective today in creating the confidence a person really wants at retirement.

OPTION 1

Save More

This is an obvious option. Of course saving more will always help anyone’s prospects at retirement. But how many of us really can save more? Maybe more importantly, how many of us want to save more?

OPTION 2

Get Better Returns

By definition this means taking more risk. Do you want more risk?

OPTION 3

Work Longer

It has been said if you enjoy your job, you will never work a day in your life. For most working longer just means less quality time in retirement.

OPTION 4

Retire On A Smaller Income

This is perhaps the most common response I get. It is a sad day when retirees talk themselves out of the very dreams they worked for.

WHAT OPTION WOULD YOU CHOOSE?

What If There Was A Fifth Option?

One so powerful it changes everything. One so powerful you no longer have to run your life by the 4 frustrating options but be liberated by a new strategy.

Retirement Solutions

My solutions incorporate principles from the latest academic research from retirement thought leaders to ensure your plan will thrive in most economic conditions not just perfect ones. I will help you simplify the confusing, gain confidence in your retirement plan, and retire inspired.

Here is how we will engage with each other to discover how you can have confidence and inspiration around your retirement.