HAPPINESS IN RETIREMENT™
“All you need is the plan, the road map, and the courage to press on to your destination”
- Earl Nightingale
Our clients make up a community of fascinating people with work-optional lifestyles.
Fellow Happiness in Retirement Program members come from a variety of backgrounds, and they understand the retirement journey. If you desire, and only with your consent, you can draw from this collective experience and gain support, knowledge, and inspiration. While our team provides content, direction, and thinking, program members can become lifelong friends and resources.
What does a typical planning session look like?
We begin by scheduling the process meetings in advance, making sure to keep our momentum.
We will provide you with the agenda and any necessary worksheets in advance, so you know what to expect and we can make the best use of your time.
Each session lasts 1.5 to 2 hours to ensure we cover everything that matters most to you.
You will have the undivided attention of a planner and a paraplanner throughout the process. They are there to facilitate the process and help in any way needed.
The end result is our plan recommendation summary with all the action steps necessary for your retirement success
Program Resources & Support
The retirement planning arena changes constantly, so we host various educational events throughout the year. These events are available to you in addition to two annual reviews and a tax planning consultation.
Webcasts and in House Presentations throughout the year
Our team hosts client-only webinars on a variety of planning topics. We also offer in-house lunch and learn meetings at our beautiful Victorian office building In Schenectady, New York.
Tax Planning and Preparation
We have a tax planning review meeting every year designed to help save you taxes, in addition to preparing your individual tax return.
Blog Posts and Newsletters
We offer letters, blog posts, and a newsletter to keep you informed about our team, the program, and changes that may impact your plan.
Retirement Planning Symposiums
Twice a year, we host outside experts from various retirement related professions to present to our clients in a 1/2 day symposium at a local venue. Topics may include elder law, gardening, medicare, nutrition and exercise, and everything in between. Bring your guests!
Tools and Technology to support you
We offer 24/7 online access to your accounts vie your own, personalized web portal. Upon request, we can also give you online access to your financial plan.
Contact us to find out more…
CLICK HERE
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Core Philosophies
Everyone should have a written life plan, and everyone’s retirement plan should be based on the life plan.
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Program Steps
Your wealth is meant to be enjoyed and we have an approach designed to give you the best chance of maximizing your retirement happiness.
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Contact us to find out more
To find out if we might be a good fit for you, please contact us to have a confidential conversation
“Always plan ahead: it wasn’t raining when Noah built the ark”
— Richard Cushing
