Retirement Planning

People often think of retirement in abstract terms – far away, undefined, difficult to envision. As a result, more people are unprepared to retire than ever before – according to the Insured Retirement Institute’s 2019 study, 45 percent of baby boomers haven’t put a single penny toward their own retirement.


Prepare for Tomorrow, Make the Most of Today

Journalists and pundits seem to come out with a new study or soundbite every week declaring our country is in a “retirement crisis.”

But, as Jamie Hopkins, Managing Partner, Wealth Solutions for Carson Partners (and author of the bestselling book Rewirement) always says, “The idea of a nationwide ‘retirement crisis’ makes no sense. Your retirement depends on you and you alone, nobody else. The only crisis you need to worry about is if you are ill-prepared.”

That’s what we’re here for – to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process. Want to find out how prepared you are for retirement right now?

Retirement by Design

Your 401(k) is one of your most significant sources of retirement income–if not the largest. Did you set it and forget it? Do you know if it’s performing as it should?
What about your other retirement accounts?

Investors often feel confused and overwhelmed if they start to wade into the details of these important investment vehicles. That’s why our advisors are proud to take out the guesswork. Using our powerful platform, we can analyze and manage your retirement accounts, making strategic trades that align with your long-term goals.

With this tool, your advisor can:
  • Review contributions, distributions and trade activity
  • Trade on your behalf
  • Take into account your risk profile and long-term goals
  • Execute asset allocation changes as needed
  • Incorporate your retirement accounts into a holistic financial plan

Your advisor will have a bird’s eye view of your financial picture, allowing them to manage all your assets more effectively–a service that can have a meaningful impact on your golden years.

Everyone Offers Retirement Planning These Days. What’s so Special About Our Approach?

We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and pursue with your finances.