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FINANCIAL PLANNING FOR THOSE NEARING RETIREMENT

Make a smooth transition from working to retirement.

If you want to maintain your current lifestyle as a retired person, it’s important to start planning early. Of course, sometimes that’s easier said than done. Retirement planning encompasses a wide variety of investment and savings strategies–choosing the ones that are best for you can be time-consuming and overwhelming.

E3 can help. We have extensive experience advising individuals who are beginning to envision and prepare for post-career life. While you’re still working, we’ll help you allocate resources wisely so that you’re able to facilitate a smooth transition from professional life to retirement. Our end goal? Healthy finances, and a happy retirement.

Achieve Your Financial Goals

Making a retirement plan doesn’t have to be complicated. E3 can help you:

  • Grow your current wealth
  • Save for a fulfilling lifestyle
  • Invest so that your money works hard for you long after you retire

E3’s approach

Our straightforward, methodical approach to retirement planning paves the way for long-term success and stability in just five simple steps:

  1. Define your retirement goals. The first step toward a fruitful retirement is defining your vision for the future. Together, we’ll decide how much money you’ll need to sustain your plans and lifestyle goals.
  2. Establish timing. Based on your savings goals, financial responsibilities, and lifestyle needs, we’ll help you determine the ideal time to retire.
  3. Make a plan. Next, we’ll work with you to create a customized wealth accumulation strategy that accounts for your goals as well as potential unknowns associated with retirement.
  4. Begin framework for retirement income. We’ll make sure that your portfolio is on track to generate income during retirement.
  5. Monitor and adjust. We’ll keep an eye on your money and adjust your plan as the market ebbs and flows.

Get in Touch

Is retirement in your not-so-distant future? Request a consultation.

Request a consultation