Let us help you plan for your second act. We believe the best is yet to come.
Our company’s experience over decades of helping our clients achieve their financial goals points to three pillars of a happy retirement. These pillars are money, health and relationships. Dr. Michael Finke is an academic whose research backs up our experience.
Our approach to retirement income planning is to make sure your investments serve your financial plan. In turn, the financial plan is built around your goals, relationships and values.
The decision of when and how to retire is one of the most important financial and emotional set of decisions you will make in your life. Retirement is more than a math question.
We work with you to envision what you will retire into, what your days may look like, and how your spending will likely change during your retirement years. Whether you are in the planning stage, making the transition now, or already there, we have helped many clients in Colorado with our retirement planning services.
Speak to a highly experienced retirement planning advisor today!
Learn about Our Process, Our Promise
We follow a time-tested and academically-proven process to provide a retiree a steady income. The Withdrawal Policy provides our clients several benefits:
George and Sherry never had to ask, “what’s next?” They had always planned everything. But life threw a wrench into their plans when George was let go during the recent economic downturn. George was ready to retire, at least emotionally. The kids were raised, the bills had always been paid, but they just were not certain that retirement was a prudent decision. We:
Completed a discovery meeting
Created a realistic financial plan, including stress testing a variety of situations, just to be sure
Consolidated the investment accounts
Created a retirement income plan, including emergency fund “buckets”
Perform ongoing investment and financial planning
George and Sherry view retirement as a wonderful party. “Sometimes, God laughs at our best laid plans. But I think we have the last laugh. We’ve never had so much fun together!” said George. With the help of their guide at A&I, George and Sherry are secure, relaxed and enjoying their newfound freedom.
We believe the best is yet to come. Speak with a Retirement Financial Advisor Near You Today.
Chat in-person during regular business hours or fill out the form!