Experience Phase 4 - "Retirement" for the 21st Century!

Re·tire (rəˈtī(ə)r/)

- from French retirer, from re- ‘back’ + tirer ‘draw.’ - to draw back or ‘withdraw (to a place of seclusion)’):


Phase Four

- the stage of life transitioning from "required" work that is focused on 2 equally important objectives:

  1. Financial Independence - sufficient income from recurring sources (including investments) that more than cover your personal acceptable level of living expenses, and...
  2. An intentional & focused pursuit of your meaningful Purpose, your Happiness, and your family Legacy

If you just want to retire & withdraw, there are plenty of calculators out there.  If you want this Phase of your life to be the best it can possibly be, let's talk!  

“Do you have a clear vision of how you want to spend your time in retirement?

What We Do at a Glance

  • Comprehensive Financial Planning
  • Wealth Management / Investment Advisory Services
  • Retirement Planning & Transition Coaching
  • Education Funding for Children & Grandchildren
  • Life & Disability Insurance Analysis
  • Traditional & Asset-Based Long Term Care Funding
  • Social Security & Pension Optimization & Other Retirement Income scenario planning

Experience the Phase 4 Planning Process