Retirement Transition Planning
From Business to Retirement
We specialize in guiding business owners through the transition from business ownership to retirement, with an emphasis on helping maintain and improve your lifestyle. We work with business owners who are passionate about planning for their dream retirement. Get started with our team today.
The Lindsey-Trost Group helps you answer common questions related to your retirement.
- How will I deal with a change in my retirement plan, like a drop in the market?
- Where will I live in retirement?
- Who will I leave my legacy to?
- Why should I consider a charitable remainder trust?
- What happens when my spouse passes away?
- When should I pay off my mortgage?
Ready for retirement? Let us help you navigate the four phases of the retirement lifecycle.
We help business owners with...
- Business retirement structures (401(k), DB plan). Transferring wealth from the retirement structures to the retiree.
- Retirement lifestyle planning
- Personal cash flow analysis. Look at their expenses and income to make sure their match.
- Net retirement income planning OR Retirement income, net of taxes
- Social security analysis
- Health insurance in retirement analysis
- Charitable remainder trust and giving + gifting strategies
- Retirement risk management
- Managing the early death of a spouse
- Deal with changes in your retirement plan
- Long-Term Care Insurance
Steward Partners, its affiliates, and Steward Partners Wealth Managers do not provide tax or legal advice. You should consult with your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Steward Partners Investment Solutions, LLC offers insurance products in conjunction with its licensed insurance agency affiliates.