Pre-retiree and Work Optional
- Minimum investable assets of $500K
- Targeting financial independence in the next 10 years
- You need proactive planning around taxes, and confidence around how much money is enough, and confidence around how you’ll enjoy your free time.
You’re thinking, “Why does every advisor just show me calculations? 50-page plans? There's no conversation. I feel like a number. Why should I pay so much money with this asset-based fee that increased so fast with the increase in the market?”
You’ve done a great job being a diligent saver, but have you had a serious talk about what it’s going to be like to not work? Have you had these vital conversations about the possibility of taxes going up or a recession hitting during your retirement?
If not, you’re not alone. We can help.