Retirement Readiness

Understand the actions you need to take to be ready for your next phase.

You are closer to the end of your career than the beginning. You have fewer years to take actions in order to shore up your retirement. Financial decisions that you make will have a direct impact on your quality of life during retirement. This is your biggest goal. It is what you have been working toward for your entire career. Does this sound dramatic? Yes. Because it is. It’s a big deal.

We will help you understand if you are retirement ready, And if not, what actions you and your family should consider in order to get there. Should you save more? Change your investment strategy? Bid a different airplane? A different base? A different seat? Should you plan on working after 65? Part time? Full time? Should you spend less on housing? Should you consider moving to an income tax free state? If you are married and your spouse works, should he or she continue working? We will help you develop “Retirement Situational Awareness” so that you can make appropriate decisions for your family.