The Retirement Challenge

Our purpose is to help you answer the #1 question for most retirees — how much will it take to retire, and how will you pay for it? Our retirement planning goals include creating an accumulation and distribution strategy that will provide a steady stream of income that will allow you to live comfortably for the remainder of your life.

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“Retirement is wonderful if you have two essentials — much to live on and much to live for.”

– Unknown

“Troy” is an executive at ABC Inc., and travels throughout the Southeast. He never has a free minute, and his job is extremely fast-paced and stressful. His annual income is over $300,000.

 

We have worked with Troy and his CPA to implement strategies to reduce his taxes, counseled him on his stock option package and 401(k) investments, and we handle his taxable portfolio with an emphasis on balanced-growth.  Having a very high net-worth, we have also worked with him and his wife to establish trusts for the benefit of their children.

“Jane” was happily working at XYZ Company and suddenly received notice that they were downsizing, and she was losing her job at age 63. 

 

After analyzing her financial picture including living expenses, social security, 401(K) benefits, and future health insurance needs, we developed a game plan to allow her to retire in comfort two years earlier than she had planned.

The SFG Way

Providing retirement guidance every step of the way...

  • Get to know you and what is important to you.

    • Initial meeting to make sure your needs match our expertise. 

  • In-depth planning to determine your goals and what changes, if any, need to be made to meet your objectives.

    • In-person office meeting or Zoom.

    • Organizational session. We might ask you to bring certain documents and information to help us better understand your situation. 

  • Present findings from our analysis.

    • Provide a plan to achieve success!

    • What-if scenarios.

    • Review the action steps to take.

  • Set up an appropriate asset allocation and investment strategy based on findings of the financial plan, your risk tolerance, and objectives.

  • Ongoing meetings and reviews to make sure you stay on track.