A Different Approach

Approaching Retirement

Close to Retirement

Your destination, retirement, is on the horizon. While you are looking forward to the next chapter, the transition can be stressful. As you hone in on your retirement date, you may wonder if you have saved enough to meet your retirement needs and keep pace with inflation over the years. It’s time to shift priorities and with our guidance, you are able to match your financial aspirations with available resources. If there are any last-minute adjustments that need to be made, now is the time to make them.

What We Focus on in the Approaching Retirement Stage


Review retirement projections to make sure you’re on track

 


Making sure you have an adequate safety net

 


Begin focusing on riskiness/safety of your portfolio


Address medical and estate planning needs


Finding the right portfolio balance of growth and income

 


Identify any gaps between income and expenses

 


Social security and pension strategy planning


Refine cash flow needs to create a sustainable withdrawal strategy

With a lot of issues to navigate, we are your partner every step of the way.  Having a detailed idea of your ambitions will allow us to adjust your portfolio to ensure you stay on track—or catch up if there’s a gap. As your trusted advisor, we will help create a flexible retirement income plan to support your retirement goals and keep you moving forward with confidence on your retirement planning journey.

BUILDING
WEALTH

APPROACHING
RETIREMENT

ENJOYING
RETIREMENT

Think We Might Be a Good Fit?

Let's talk and we can help you decide whether we're the right firm for you.

We believe in building relationships.

Let us be your partner on the journey to financial independence.

ATLANTA OFFICE
300 Galleria Parkway
Suite 600
Atlanta, GA 30329
877.249.2629

BIRMINGHAM OFFICE
924 Riverchase Parkway
Birmingham, AL 35244
205.988.5881