Retirement Planning
When Scott asks a client “How Big Are They”, he isn’t asking about physical size. He is asking about the size of one’s estate and the ability to “live off that pile” and never run out of money.
Our firm helps clients determine what “number” they need to be able to live financially independent.
Scott and his staff create a retirement projection of the rest of one’s life, year by year, in a simple easy to read cash flow. Multiple assumptions can be made to help define what independence looks like.
Once that plan is established, at least annually we review the actual results together and suggest tweaks to get back on plan.
Scott has a unique approach to blending cash and early IRA distributions to live a stress-free retirement while staying in the lowest tax bracket possible.
Many times, the solution to reaching financial independence is post – retirement budgeting.
Post-Retirement budgeting
Watch this Living Off The Pile video where Scott talks about the potholes that prevent folks from living their dreams and how to overcome them.
Schedule a retirement consultation today!
Another completely unique planning tool Scott developed to simplify the second half of a client’s life is “The Legacy of Love”. We invite you to experience the seven steps to this planning tool.
We would love to speak with you.
Feel free to reach out using the below details.
Monday – Friday
8:30AM – 5:00PM
Excluding Holidays
Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Advisory Services and Financial Planning offered through Vicus Capital Inc., a Federally Registered Investment Advisor.
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