HAPPINESS IN RETIREMENT™
“Remember that good fortune often happens when opportunity meets with preparation.”
- Thomas A. Edison
The program is a combination of 4 very important steps:
STEP ONE
Reach for the Sky
We are passionate about making sure our clients enjoy what matters most to them, so we start by having a conversation about what financial independence means to you. This becomes the driver of everything we do in the rest of your personalized plan.
STEP TWO
Fortify the Family Tree
We will develop a plan to protect your wealth from overpayment of taxes, long-term care expenses, incapacity, and lawsuits. We will also advise you on a legacy plan, bringing in attorneys and other professionals to draft any necessary wills, trusts, or other legal documents.
STEP THREE
Bend with the Wind
Your wealth is meant to be enjoyed and we have an approach designed to give you the best chance of maximizing your retirement happiness. With this in mind, we will introduce our investment philosophy and the guardrail income planning method.
STEP FOUR
Check the Roots
Like the ever-changing seasons, changes in goals, health status, tax law, and economic conditions can present new dangers and opportunities. We update your plan as needed to make sure you stay on track.
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About Happiness in Retirement?
Our clients make up a community of fascinating people with work-optional lifestyles.
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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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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
“If you want to live a happy life, tie it to a goal, not to people or things”
— Albert Einstein
