Retirement Planning
SIMPLE, ACTIONABLE RETIREMENT PLANS
Our clients have many financial goals, but Retirement Planning is often the most central. Transitioning to life after work is exciting but requires a lot of planning and decisions to be made.
These include:
- When to retire
- How to create retirement income
- Keeping up with inflation
- Tax efficient withdrawal strategies
- Timing and claiming strategy of social security benefits
- Pension elections
- Retiree healthcare options
- Transitioning to Medicare
- Downsizing homes or potential relocation
At Sage Wealth Planning, we have the expertise and experience to guide you through these and other decisions to help simplify the process. The earlier you begin the planning process, the more time and opportunity is on your side. Contact Sage Wealth Planning to get started.
Minimum
$3,000 This model focuses on 3 major areas: After an initial onboarding, we meet twice per year to keep you on track. You can expect updates toward your progress, including a one-page financial plan, cash flow plan, and investment plan. Minimum
$10,000 This customized model focuses on a deeper and more strategic approach to the following: After an initial onboarding, we meet three times per year to address your most important and critical needs. You will receive a one-page financial plan, cash flow plan, strategic tax analysis, and tax-efficient investment strategy, as well as timely updates on the progress toward the execution of your goals. Minimum
$5,000 This customized model for business owners encompasses all offerings within the Pinnacle Model, but also includes: After an initial onboarding, we meet a minimum of three times per year to address both your personal and business planning needs. In addition to the one-page financial plan, cash flow plan, strategic tax analysis, and customized investment strategy, we will provide a business valuation and meet with your strategic advisors to ensure alignment.Core*
Advanced*
One-Time Plan
Contact Us
Saving for retirement can be a daunting task, but it doesn’t have to be. Your Sage Wealth Planning advisor will work with you to understand the best ways to save and to prepare for retirement and help put together a step-by-step plan to reach your goal (and by the way, we don’t believe in sacrificing fun along the way).