Retirement
We know retirees and can help you navigate through the four phases of the retirement lifecycle.
We Know Retirees, We Help...
- Maintain your lifestyle in retirement
- Develop a plan to retire at the desired age
- Guide on insurance structure
- Plan for the transition of your legacy and estate
Because we see financial prosperity so closely tied with personal fulfillment, we seek to service both equally. As your advisors, our goal is to define an easier and more comfortable way to approach your financial goals through your everyday life. Get started with our team today.
1. Retirement Readiness
In order to ready our clients for retirement, we evaluate essential lifestyle and discretionary expenses and help our clients build portfolios which can help cover these expenses in retirement, in addition to providing education on Medicare and Social Security. Long-term care risk strategies are also discussed during this phase.
2. Retirement Implementation
During this stage, investments become your paycheck as we help actively manage expenses and payments related to healthcare, social security, Medicare, insurance and tax-efficient distributions.
3. Social Connections
We believe social and support networks are key during this phase, in addition to your wellness; emotional, physical and financial. Our financial professionals assist clients with maintaining social connections and navigating challenges that may arise during this retirement phase.
4. Generational Transitions
A priority for our clients during this phase is estate and legacy planning, in addition to integrating financial, legal and tax strategies. The financial professionals at The Lindsey-Trost Group are here to guide you through all of these important aspects and more.