Retirement Planning
Design a lifestyle of opportunity and recreation. You’ve earned it.
Retirement is something to look forward to, but the road to get there can feel intimidating.
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Proper retirement planning means your future is something you can be excited about, because you have a custom strategy to make your wealth work for you, as it grows.
Whether you’re just getting into the housing market, know the value of a great investment, or want to spend every day of your retirement on the green in Portugal, we’re here to usher you exactly in that direction.
Book the bucket list trip, knowing your bank account can handle it. Your finances are in great hands.
There are 3 main phases of retirement financial planning:
- Accumulation
- Distribution
- Preservation or Transfer
In retirement you no longer rely on a paycheck, but that doesn’t mean you need to stop making money. We help our clients use their retirement savings to create new income without trading their hours to do so. As part of our partnership, we’ll also:
- Determine your necessary retirement income
- Estimate how long your current income should last
- Calculate required additional income
- Evaluate additional income sources
We’ll help ease your mind about your financial future, and create a tangible plan for a retirement you look forward to, without turning your present life upside down. Having a clear plan means you can confidently spend your winters in Palm Springs now, without sacrificing your enjoyment in years to come.
What’s important:
If you’re over the age of 21 and ready to make your future a priority now, connect with a financial advisor for retirement planning. If you’re undecided, remember that starting small earlier is often more advantageous than starting with a larger sum later in life. We’ll work within your current income, and make changes as your wealth increases.
Our team will guide you to a future where you can say “Yes” to more ocean sunsets and uninterrupted time with those you love most, confident your wealth is secure.
Vibrant Wealth Advisors LLC.
3133 W. Frye Rd., Suite 101Chandler, AZ 85226