If you are getting closer to retirement, you probably have lots of questions. Questions like, “When can I retire?” “How much money will I need to have saved before I retire?” “Could I run out of money in retirement?” At Financial Strategies Group, we present you with information, alternatives, potential tax implications, and options to help you make retirement decisions and build your custom retirement income plan.
Helping People Retire
& Stay Retired
It all starts with your desired retirement lifestyle—and each person’s dreams are different. If you long to stay home, take the grandkids to the park, and work in your workshop every day, you will need a different amount of monthly income than someone who wants to take their entire extended family on vacation every year. Let’s discuss your unique situation, and create a custom plan tailored to you.
Subscribe to our Newsletter!
Join our mailing list. Receive the latest news and information to support your financial goals.
Our Services
- Retirement Income Planning
- Wealth Accumulation and Risk Management
- RMD Planning
- Wealth Management
- Life Insurance Planning
It’s simply the wrong initial metric to have an arbitrary retirement number saved, like $1 million or $2 million. We believe that you must start from the end goal to begin developing your plan, assessing what your desired income will be, and knowing how you will create income from your accumulated retirement assets. That’s why our process provides a “begin with the purpose in mind approach” that helps bring objectiveness and clarity to financial decisions.
For example, many people say they are saving for retirement, yet they don’t fully understand how retirement income streams work. Our approach begins with a clear explanation of how these income sources function, so we can use that understanding to thoughtfully allocate long-term savings in a way that supports income needs before retirement and throughout the 25–35 years that many retirees may spend in retirement.
About Financial Strategies Group
Financial Strategies Group is a comprehensive retirement planning and wealth management firm that has been built on a solid reputation for excellence in service and lasting client relationships in the areas of wealth and risk management. We are dedicated to helping individuals, families, pre-retirees, and retirees plan for their roads ahead and realize their financial goals and desires. We utilize a unique perspective on financial advising that delivers succinct, organized economic-based advice to our clients.
At Financial Strategies Group, we focus on helping pre-retirees—including individuals, couples, executives, business owners, and professionals—build wealth through personalized planning. Each plan is designed to use efficient strategies that support income, liquidity, and legacy goals throughout retirement. We work closely with our clients before and during retirement, offering guidance every step of the way.
The 3 functions of money in retirement:
Income
How much money will I need every month when I retire? What tools and strategies are available to create an efficient income plan?
Liquidity
How will I access cash in the event of an emergency, or an opportunity arises that I would like to take advantage of, like a trip or a new car?
Legacy
How can I maximize the legacy to my children, grandchildren, charities, or other desired beneficiaries?
Retirement News
Financial Strategies Group is here to answer your questions and provide help when it comes to managing, saving, investing, growing, protecting, and passing on your wealth. Browse the resource library here—we invite you to read and learn about the basics of finance and retirement planning. And remember, please feel free to reach out if you have any questions!
Personal Finance: The Importance of Starting Early
Personal Finance: The Importance of Starting Early
Read More
Annuity Sales Are Surging. Do You Know What They Are?
Annuity Sales Are Surging. Do You Know What They Are?
Read More
Understanding Life Insurance: 7 Things You Should Know
Understanding Life Insurance: 7 Things You Should Know
Read MoreContact Us
A consultation call with Financial Strategies Group is free, 100% confidential, and offered with no obligation. It’s simply a way for us to get acquainted and explore whether our approach is the right fit for your retirement planning needs. There’s no cost to learn more about working with a financial advisor who understands the key issues related to building a successful retirement—starting with your lifestyle goals and the monthly income you’ll need to support them. We invite you to contact us. Please fill out the form, and we’ll be in touch to talk about your retirement goals. We look forward to connecting with you.
