Nearing Retirement

Am I ready financially and emotionally for the next chapter of my life? 


As you prepare for retirement, you probably have a lot of questions about what happens next—do I have enough money to support my current lifestyle? For how long? How do I navigate the transition to retirement? What are the steps I need to take to ensure a successful transition to retirement? And probably many more. We are here to help you make the transition an easy, positive, and life-changing experience.

Our Approach

We start by learning what is most important to you in retirement—extravagant vacations, education funding for grandkids, purchasing a second home, investing in a hobby, or perhaps something more philanthropic. Whatever your retirement dreams, we work with you to design a plan to get there. We help you consider things like your current retirement outlook, catch up retirement contributions, estimated monthly income and expenses, Social Security and Medicare options, and more to select the appropriate financial strategies to help you achieve your retirement goals on your time.

Client Success

You have worked hard to get here. We want you to be prepared to enjoy every moment of this next chapter of your life. When you are ready to finally retire, we will help you get the most out of your Golden Years by creating a plan for predictable cash flow, considering things like:

    • All streams of income
    • Tax-efficient withdrawal strategies
    • Consolidation of your accounts
    • Steps for transition to retirement
    • …and more

As life evolves and you explore new hobbies and interests in retirement, we will be with you every step of the way to re-evaluate your plan so you can continue enjoying the things that matter most to you.

Want more information about SBC, our processes, or our services?

Contact us for a no-obligation consultation today.