Checklist:
The 15 Things That You Must Do Before You Even Think About Retiring
RETIRING IS A BIG STEP
BUT THERE ARE CHALLENGES:
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A WORRY- FREE RETIREMENT
At Platinum Bridge Wealth Strategies, we do comprehensive planning for every aspect of your retirement. Our clients who enjoy the most comfortable retirements were very intentional during their peak earning years about defining a plan of action that addresses all of the important areas of their retirement plan.
HOW WE HELP YOU MAINTAIN YOUR GREAT LIFESTYLE IN RETIREMENT
- Optimize your investment portfolio for retirement
- Generate income in a safe and predictable manner
- Develop a plan for healthcare before and after you are eligible for Medicare
- Minimize taxes in retirement
- Optimize your Social Security
- Prolong the useful life of your assets
- Make smart housing decisions
- Devise a plan to deal with Long-Term Care needs
- Devise a plan for your estate (legacy)
- Develop a plan of action to address each of the 18 Major Risks That Retirees Face
FEEL CONFIDENT IN YOUR PLAN OF ACTION FOR RETIREMENT
 | At Platinum Bridge Wealth Strategies, we know that it's important to be able to maintain the lifestyle that you’ve worked so hard to achieve. In order to do that you need a retirement income strategy tailored for your unique situation. The challenge is, you have been so focused on creating a successful career, you have not had the time to devote to your own retirement plan. This makes you feel anxious and overwhelmed. We know that you have sacrificed and worked hard to create an exceptional lifestyle for you and your loved ones. You deserve to have a strategy in place to help you maintain this lifestyle for the rest of your life. |
DEVISING A RETIREMENT PLAN ON YOUR OWN CAN BE OVERWHELMING
But planning this strategy can feel overwhelming because there are so many areas to consider and you simply don't know what you don't know. We understand the anxiety that comes from leaving a secure career and planning your next act. Over the past 18 years, we have helped hundreds of professionals, just like you, maintain their chosen lifestyle once they’ve left their main career. Here is how we can help.
A GAME PLAN FOR RETIREMENT - MADE EASY
LET'S CHAT
A CLIENT'S STORY
GET YOUR FREE ASSESSMENT
Let's set a time to discuss what is most important to you. So you can stop feeling anxious and overwhelmed about maintaining your lifestyle in retirement. Instead, take the first step toward a plan of action that gives you confidence as you move to the next phase of your life.
Who We Help
Preparing To Retire
It’s on the horizon and you’re getting serious about a game plan. You are nervous and realize this is a big decision with a lot of moving parts and you definitely want to make smart decisions. You want to enter the next phase of your life so that you can enjoy it while you are still healthy and have the energy. You may continue to work in some capacity as you enjoy the mental stimulation but you want to control your time and do the things that bring you fulfillment. I can help you figure out what you need to do NOW to get on track.
Already Retired
You have a lot of things on your mind and you want to make smart decisions. You are still getting used to not having your paycheck come in like clockwork. You want to simplify things as much as possible yet still feel that you are making smart, informed financial decisions. You want to feel confident that you won’t outlive your money.
About Me
Over the past 18 years, I have helped hundreds of clients define, and execute comprehensive plans for maintaining their desired standard of living as they transitioned from their main career.
In my former role as VP - Senior Financial Consultant with Charles Schwab Inc., I worked with over 340 clients and I managed over $890 million dollars in client assets. I was ranked in the top 5% of over 1100 advisors throughout the country based the number of clients that I served. My financial advice has been featured on/in several national and local media outlets.
I am a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Certified Professional®. My entire practice is focused on developing comprehensive plans for people preparing for or already in retirement.
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