We work with many families during that important time just before retirement. As families near retirement, our financial planning process provides the peace of mind to let clients know when they are financially able to retire. We also work with many families who are already retired.
In the past several years, we helped some clients work through the critical decision to retire, sell their home, and use the proceeds to pay cash for their next home in an area with a lower cost of living. We can create this scenario in a financial plan so our clients can understand the financial impact of this decision and have confidence that these changes will enable them to retire and reach their financial goals. Once clients have retired, we monitor their financial plans to verify that clients stay on track during their retirement.
We have decades of experience helping people plan for retirement. With three experienced Wealth Managers and five additional support staff, we are here to help you prepare for a rewarding and happy retirement.
In recent years the attitudes about retirement are shifting.
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Our retirement resources can help you get ready for retirement:
A married couple lived in Silicon Valley. The husband was working at a large high-tech company. His boss had been giving him a rough time and he was no longer enjoying his job. Completing a financial plan allowed him to see that he could retire whenever he wanted to retire.
They were able to buy a home outside of Silicon Valley that they love, so they can live the type of life in retirement that they had always dreamed of living. Having a Wealth Manager they can rely on, and to whom they can ask all types of financial questions helped them to achieve their dream.
A married couple both had professional jobs in Silicon Valley. They retired several years ago and have been enjoying their retirement by seeing the world. Having done financial planning for many years, they have a good understanding of how much they can spend including traveling. It is important to have a Wealth Manager that helps keep them organized and is watching out for them while they are traveling.
For example, they got a call from their Wealth Manager after the passing of the SECURE Act to suggest that they should review the beneficiaries for their retirement accounts, since parts of this law could have unintended consequences if a trust was a beneficiary. They use their personalized client portal to review their accounts, monitor their spending and have access to important documents from anywhere in the world.
The stories provided are representative of client experiences to illustrate the services provided by Financial Journey Partners.These stories do not reflect specific opinions or endorsements of any clients and should not be interpreted as such.