How Do You Intend To Define Retirement?

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, all the best to you.  If you want your Phase Four to be the best it can possibly be, let's talk!  

What We Do at a Glance

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

  • 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

  • Client-Focused Educational Events covering important Financial & Non-Financial topics to help our clients Pursue their Best Life Possible!

Experience the Phase 4 Planning Process