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.
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.
Below is our outline of what to expect when you work with us.
We first begin with getting a clear understanding of your goals, hopes, and dreams —ultimately what retirement truly means to you. From there, you’ll receive a score that gives you a clear picture of your financial readiness for retirement.
We’ll assess your current retirement path and align your portfolio income with key factors like Social Security. You’ll gain a clear understanding of your income throughout your retirement journey.
Once your income strategy is optimized, we’ll determine how your investments can support it. You’ll have the opportunity to review the proposed strategy and ask any questions.
Taxes can be one of your biggest expenses in retirement. We’ll develop a tax strategy to help minimize your tax burden. Our analysis will highlight potential tax implications and offer recommendations to support your plan.
The best plans can fall short without the right protections in place. We’ll work with you to assess your insurance and estate plan to ensure it aligns with your goals and to help you feel prepared for your retirement.
With your plan in place, we’ll be with you every step of the way. We’ll regularly assess your needs, track your progress, and make adjustments as needed. You’ll also have access to our team year-round for support.
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
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.