Approaching Retirement
Retiree
Approaching Retirement

Client Stories

Approaching Retirement

How many times have we all said “I can’t wait to retire?” But for many of us when we really think about taking that next big step all of the sudden we’ve got real legitimate questions…like how do I know when I’m ready? How will I pay for health coverage and when should I take social security? We have the answers. We start with an in-depth conversation about your goals for retirement. Once we have a clear and comprehensive view of the big picture, together we’ll set up actionable steps to get you from working today to retirement tomorrow. A Facet plan creates a clear vision and path for the retirement you’ve always imagined so you when you say “I can’t wait to retire” you say it with confidence.

Sound like you? click here to schedule an intro call today.

Client Stories

Approaching Retirement

How many times have we all said “I can’t wait to retire?” But for many of us when we really think about taking that next big step all of the sudden we’ve got real legitimate questions…like how do I know when I’m ready? How will I pay for health coverage and when should I take social security? We have the answers. We start with an in-depth conversation about your goals for retirement. Once we have a clear and comprehensive view of the big picture, together we’ll set up actionable steps to get you from working today to retirement tomorrow. A Facet plan creates a clear vision and path for the retirement you’ve always imagined so you when you say “I can’t wait to retire” you say it with confidence.

Sound like you? click here to schedule an intro call today.

Client Stories

Retiree

Even in retirement you might have some concerns and questions about your financial life. Will you outlive your money? Who will take care of you if your health starts to breakdown? What about estate planning and leaving your assets to your children? These are great questions. We are here to help. Together we’ll take a holistic look at your financial life. From there, we’ll aim to create lasting retirement income, where your assets—not healthcare expenses—keep up with you during this amazing time in your life. You’ve spent your entire life working toward this incredible time. Your Facet CFP® Professional can help create confidence and security so you enjoy it to the fullest.

Sound like you? click here to schedule an intro call today.

Client Stories

Retiree

Even in retirement you might have some concerns and questions about your financial life. Will you outlive your money? Who will take care of you if your health starts to breakdown? What about estate planning and leaving your assets to your children? These are great questions. We are here to help. Together we’ll take a holistic look at your financial life. From there, we’ll aim to create lasting retirement income, where your assets—not healthcare expenses—keep up with you during this amazing time in your life. You’ve spent your entire life working toward this incredible time. Your Facet CFP® Professional can help create confidence and security so you enjoy it to the fullest.

Sound like you? click here to schedule an intro call today.

Client Stories

Approaching Retirement

How many times have we all said “I can’t wait to retire?” But for many of us when we really think about taking that next big step all of the sudden we’ve got real legitimate questions…like how do I know when I’m ready? How will I pay for health coverage and when should I take social security? We have the answers. We start with an in-depth conversation about your goals for retirement. Once we have a clear and comprehensive view of the big picture, together we’ll set up actionable steps to get you from working today to retirement tomorrow. A Facet plan creates a clear vision and path for the retirement you’ve always imagined so you when you say “I can’t wait to retire” you say it with confidence.

Sound like you? click here to schedule an intro call today.

Client Stories

Approaching Retirement

How many times have we all said “I can’t wait to retire?” But for many of us when we really think about taking that next big step all of the sudden we’ve got real legitimate questions…like how do I know when I’m ready? How will I pay for health coverage and when should I take social security? We have the answers. We start with an in-depth conversation about your goals for retirement. Once we have a clear and comprehensive view of the big picture, together we’ll set up actionable steps to get you from working today to retirement tomorrow. A Facet plan creates a clear vision and path for the retirement you’ve always imagined so you when you say “I can’t wait to retire” you say it with confidence.

Sound like you? click here to schedule an intro call today.