Who We Serve
Our Complete “Sherpa” Experience is designed to support you throughout your entire retirement journey from beginning to end. Our ideal clients are everyday people who have worked hard to build up a nest egg and who want to enjoy their retirement to the fullest without worrying about running out of money. We tend to divide financial planning into two different stages: the journey up the mountain (accumulation) and the way down the mountain (decumulation).
If you are still working, you may have asked yourself when you can retire or what lifestyle you will be able to afford after you are no longer working. As you accumulate wealth during your working years, we put the right vehicles in place to protect your assets, maximize your retirement funds, and provide you with a clear picture of your progress toward the summit of the mountain.
For Retired Individuals
Contrary to popular perception, there are a lot of important decisions to make in the years after retirement. Careful strategy is essential to extend the life of your retirement funds and protect you from the unexpected. We often find that the early years of retirement can come with a false sense of security or a belief that there is plenty of money. We help our clients navigate the journey and avoid common pitfalls that can happen in the post-retirement years.
Get Started Now
Schedule your free 15-minute introductory phone call today to take the first step toward the future you dream about. Schedule now through the link below, you may also call (800) 215-5882 or email firstname.lastname@example.org