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2110 Powers Ferry Road, Suite 302, Atlanta, GA 30339

(678) 394-3773

Retirement Planning

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Your Retirement Planning & Transition

The process begins with a comprehensive financial plan that serves as the cornerstone for the evaluation and coordination of retirement resources. Proactive oversight of all income programs and assets impacting retirement throughout the transition window will help provide for financial independence over a lifetime.

Financial Independence  

Quantifying financial independence, or rather ensuring that you have sufficient income to provide for yourselves throughout your lives, is a key element in developing a secure retirement plan. The question is: 

  • Do you have a feel for what track you’re on for financial independence? 
  • Are you presently saving for retirement?
  • Do you know if it will be sufficient to meet your goals?

Let's have a conversation about your goals and quantify your financial independence.  

Retirement Transition Window

Here is a quick look at key milestones on your journey to financial independence: 

After years of working and setting aside savings, retirement is finally in the not-too-distant future. Over the next few years, it is critical to make a strategic shift in the way you manage your resources in order to help ensure financial independence for you and your family. Now is the time to stop thinking about when you can retire, and start thinking about how long you can maintain your financial independence.

The Five Financial Challenges to Retirement Income Security

In our opinion, a sound retirement transition plan has to address five basic financial challenges to income security:

1) Longevity 

“what do you do if you find out that there’s a reasonable probability you could outlive your money?”

2) Market Volatility/Asset Allocation 

“what do you do if you find that your investment portfolio is too risky, or that it isn’t designed to generate the rate of return required to support your income needs over the long run?”

3) Timing and Withdrawal Rates 

“what do you do when you’re withdrawing income from your investment portfolio and the market begins to rapidly decline?”

4) Inflation and Taxes 

“what do you do if the cost of living increases at least as significantly as it has over the past 25 years…or if tax rates begin to rise substantially in the future?”

5) Healthcare Costs 

“what do you do if your retirement assets aren’t sufficient to support major medical expenses or a long term care situation?”


Undoubtedly, most retirees will face several of these risks at the same time. Let's have a conversation about your challenges. 

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