Questions Pre-Retirees Ask . . .

How Do We Decide When To Retire?

George, a structural engineer, and Kathy, a school administrator, started funding their 401(k) plans as soon as they were eligible. But, it was not until their last child graduated from college that they started focusing on financial retirement planning in earnest.

They began asking many questions they had not considered before such as:

  • How much money will we need each month?
  • How do we decide when to retire?
  • Are we on track for our goals?
  • How do we plan for the unexpected?
  • Where do we even start?

Picturing A Meaningful Retirement

By following our Strategic Retirement Planning and Management Process we will help them clarify their forward-looking needs and goals. We will help George and Kathy assess their resources and develop written plans to achieve their goals.

Going through this process helps them develop a clear picture of the kind of retirement they will find most meaningful.

Typically the financial retirement plans include several retirement scenarios showing how each option impacts their cash flow.

Getting On Track To Meet Their Retirement Income Needs

A careful review and analysis of their assets and dependable income sources will reveal whether they are on track to meet their retirement income needs. If they are not on track, we will help them develop attainable retirement planning solutions tailored for them.

Desired Outcome:

With this financial retirement planning in place they can enter the final part of their accumulation phase with clarity, purpose and confidence in their retirement years.

Call us to see how we can make a difference in your life at 916.858.1111 or send an email to


These case studies are hypothetical in nature and are presented only as examples and are not intended as investment advice. Please consult your financial advisor if you have questions about these studies and how they relate to your own financial situation.


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