Our Score System

Retirement is about more than your finances.

The Retirement Co.’s process is born out of a genuine interest in helping you. We believe the best way to give you the highest chance of success is by actually getting to know who you are and what you want to do in retirement.

Our planning process.

Determine Your Score – Our Process
Phase 1. Discovery
Phase 2. Income
Phase 3. Investments
Phase 4. Taxes
Phase 5. Security
Phase 6. Action

Human-first financial planning.

There’s no substitute for quality time spent with you. Think of us as your retirement compass. Together, we’ll guide you to where you’d like to be.

Frequently Asked Questions

What type of people does The Retirement Co. work with? Where is my money held? Do I have enough money to become a client? What can I expect if we work together? How do you get paid? What services do you offer? Do you offer proactive tax planning?
What type of people does The Retirement Co. work with?

Answer

We work with individuals from all backgrounds, but as a business, we do need to be compensated to remain sustainable. Our ideal clients are those who have achieved a level of success and built a portfolio of at least $250,000. These clients have done a great job saving but prefer not to handle all the details of optimizing their money and retirement planning on their own.

If we’re not the right fit, we’ll gladly answer any questions you have and connect you with someone who can better assist you. Don’t hesitate to reach out today to explore your financial planning options.

Where is my money held?
Do I have enough money to become a client?
What can I expect if we work together?
How do you get paid?
What services do you offer?
Do you offer proactive tax planning?