Achieving full financial independence in retirement is a common goal among our clients and one that should be carefully planned for. This requires a well-rounded and adaptable strategy that integrates all aspects of your personal and financial needs to ensure a comfortable retirement lifestyle. Our extensive advice and services extend beyond your retirement day, delivering long-term value to help you reach your goals.
How much do I REALLY need to retire?
When should I take Social Security?
How should I invest for retirement?
Can I retire?
How do I plan for healthcare in retirement?
Will I run out of money in retirement?
What you may be thinking:
Our Approach
At Theorem, it is important for us to fully understand your retirement goals and the lifestyle you wish to maintain. Based on these discussions, we will develop a plan for you that is evidence-based and informed by our experience. Our support for you does not end here, as we will continuously address your evolving needs and monitor external factors such as market performance, inflation, and taxes. Our ultimate objective is to keep you on track towards the retirement you desire, through every phase of life - from accumulating wealth to transitioning into retirement, distribution, and even legacy planning.
Our Retirement Planning Conversations
1
Goals-Based Retirement Planning
2
Retirement Income & Tax Strategies
3
Social Security Analysis & Pension Election Analysis
Additional Services
Retirement Planning correlates with these other wealth management conversations.
