Retirement planning

Retirement planning is the practice of preparing financially for your later years, making sure you maximize the assets and savings you have built up over time. It includes reviewing your present financial status, estimating possible future expenses, and determining sources of ongoing income.

The process also involves creating a well-thought-out strategy to maintain financial security and independence throughout retirement. The main objective is to enjoy a comfortable, stress-free lifestyle once you stop working.

Retirement planning near me

Planning for retirement can feel overwhelming. Many people look up “retirement planning near me” to connect with skilled financial professionals who can guide them in creating a thorough retirement strategy designed to ensure stability and security in their later years.

Unexpected challenges—such as market declines or medical emergencies—can arise suddenly, impacting even the strongest plans. Partnering with a trusted financial planner to build a flexible and durable strategy is essential for safeguarding wealth and maintaining financial confidence over time.

Retirement planning services

 we recognize that preparing for retirement is one of the most important financial decisions you’ll make. Your golden years should be filled with comfort and peace of mind, without monetary worries.

That’s why we provide personalized retirement planning solutions tailored to help you secure financial stability and enjoy life to the fullest in later years.

Retirement planning calculator

Wondering how close you are to retirement? This tool can help you assess your progress toward your retirement goals and explore various strategies to achieve them. You can also print your results for future reference.

The age at which you intend to retire. This tool assumes that in the year you retire, you will not add any contributions to your retirement account. For instance, if you retire at 65, your final contribution is made at age 64. Additionally, this  calculator assumes all contributions are made at the end of each year.

Retirement planning tool

True financial confidence extends beyond simply saving or investing. Our retirement planning resources offer guidance and strategies to help you make informed decisions about all aspects of your financial future.

Our retirement planning tools give you control, yet you’re never alone. Attend workshops to enhance your knowledge. And if you need extra support, our coaches and advisors are ready to assist.

Retirement planning tools

We offer a variety of tools to support your retirement planning. Use our calculators to estimate potential tax benefits on your personal pension contributions, determine your possible State Pension entitlement, see how inflation might affect your retirement savings, and much more.

Explore how enrolling in the Deferred Compensation Plan or adjusting your deferral rate could impact your paycheck. Participants can also estimate the potential future value of their current DCP balance.

Retirement planning software

MaxiFi removes the only financial and retirement planning software precise and robust enough to determine your maximum sustainable lifestyle — beginning now — with a strategy to preserve and grow that lifestyle — for a lifetime.

MaxiFi evaluates your financial outlook. It creates a plan for expenses, savings, and insurance to preserve and safeguard your lifestyle throughout your life.

Retirement planning advice

Before seeking financial advice, be clear about what you hope to gain from it. This will vary depending on your life stage, the amount of money you have, and your personal goals.

A financial planner can support you in making money-related choices and preparing for the future. This may cover guidance on saving, investing, superannuation, retirement strategies, estate management, insurance, and tax matters.

Retirement planning financial advisor

Before you start searching for a financial advisor, think about the kind of guidance you really need. Do you want assistance with optimizing Social Security benefits, creating tax-smart withdrawal strategies, building an investment portfolio, or developing a complete retirement plan?

Keep in mind that your financial circumstances are personal and won’t be the same as those of your friends or neighbors. That’s why it’s important to focus on solving the retirement challenges that are specific to you.

Peak retirement planning

We aim to bring a deeper sense of clarity, confidence, and freedom into your life. Our approach demonstrates that your financial journey can offer a reassuring level of predictability when handled with consistent planning. We address both the intricate and everyday financial changes that occur throughout life.

Market fluctuations and corrections are unavoidable. In an ever-shifting economic landscape, it’s helpful to have a clear, documented plan that guides your decisions regardless of these changes. This framework helps answer the question: “Am I on track to achieve my financial goals today and in my retirement years?”