Confident Retirement Vision®

Your Vision

Retirement starts with a vision, followed by the confidence that you have addressed all the relevant factors to make retirement a success. What is your definition of retirement? What is your vision of a perfect day in each of its three main phases? What are the most important things you would like to accomplish between now and retirement? Between retirement and when you die? Here are the relevant factors we consider:

Goals

When?
Income level?
Lifestyle?
Philanthropy?
Big purchases?

Obligations

Children
College
Debts
Mortgages
Parents

Resources

Pensions
Social Security
Investments
Inheritance
Part-time employment

External Variables

Inflation
Economy
Investment
Probabilities
Relevant Laws

Other Factors

Health, Longevity
Taxes, Family
Legacy Objectives
Financial sophistication of each spouse

The Planning Vision Process®

Applying our unique seven-step process with our experience, collaboration, analysis,
planning strategies, and creativity

The Confident Retirement Vision®

Your Vision of the Future - The Plan, The Path, and the Confidence to Retire

When? • On what sustainable income level? • Risk management • Sources and strategies for cash flow
Probabilities of success • Survivor needs • Accumulation strategies • Pension options
IRA minimum distribution strategies • Investment requirements and strategies
Stock option strategies • Business/practice exit strategies • The Retirement Readiness Process ™
Estate considerations • Tax efficiency

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