For this reason, we’ve set out to provide pre-retirees with a process not only to grow their wealth, but also to ensure their income and cash flow are aligned with their lifestyle needs throughout retirement.
After many years of working with pre-retirees, we noticed a pattern emerging among those planning for retirement – there was a common misconception that as long as you were accumulating wealth, you were building stability for retirement.
The reality is that your lifestyle in retirement will be just as demanding, and just as important, as the one you have now. Your income will change, but all the priorities that define your lifestyle will continue on. With retirement getting longer with each generation, this misconception carries deep implications now more than ever.
“Wealth accumulation will help you keep your lifestyle in retirement if, and only if, it’s combined with a strategy for income and cash flow management. Our comprehensive planning process allows us to build this level of stability into your wealth.”