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Pre-Retiree & Retirees

Our clients live very diverse lives and span across all different phases. We take the time to get to know you and your aspirations to provide holistic custom solutions. Whether you are rapidly approaching retirement, just entering the workforce or even in the middle of the newly found freedom, Stonebridge will be there for you. However, if you have any of these thoughts it may be time to reach out to our team:

Pre-Retirees

  • When is it safe to retire?
  • What do I need to do before I do?
  • Am I doing enough with my portfolio in these changing times?
  • Will my family and spouse be taken care of if something happens to me?


Retirees

  • How taxes change in retirement?
  • What adjustments are needed to my portfolio?
  • What non-financial goals do I want to accomplish?

These are difficult questions, and you know you shouldn’t try to answer them alone.

Pre-Retirees

Pre-Retirees

Our team can help you navigate seen and unseen obstacles in your financial journey to retirement. A little bit of wisdom early can have drastic effects long term when you examine your factors like generating income, current and future tax ramifications. It may not be good enough to just save you may benefit from a holistic approach to maximize your Social Security benefits.

Retirees

Retirees

For years you may have viewed retirement as the finish line of your financial journey but with the help of our team it can be the starting line of unlocking the financial freedom that you’ve worked so hard to achieve. That freedom starts with our CFP® professionals assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy.

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As your financial advisor, we’re focused on adding convenience and simplicity to your life.

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