Retirement Planning

People often think of retirement in abstract terms – far away, undefined, difficult to envision. As a result, more people are unprepared to retire than ever before – according to the Insured Retirement Institute’s 2019 study, 45 percent of baby boomers haven’t put a single penny toward their own retirement.


Prepare for Tomorrow, Make the Most of Today

Journalists and pundits seem to come out with a new study or soundbite every week declaring our country is in a “retirement crisis.”

But, as Jamie Hopkins, Managing Partner of Wealth Solutions for Carson Partners (and author of the bestselling book Rewirement) always says, “The idea of a nationwide ‘retirement crisis’ makes no sense. Your retirement depends on you and you alone, nobody else. The only crisis you need to worry about is if you are ill-prepared.”

That’s what we’re here for – to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process. Want to find out how prepared you are for retirement right now?

Everyone Offers Retirement Planning These Days. What’s so Special About Our Approach?

We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and pursue with your finances.