Simply put, our utmost priority is to help you achieve a safe, happy, and secure retirement.

We take a "Divide and Conquer" approach to retirement planning. First, we gather information on your assets, retirement goals, and anticipated monthly retirement expenses. Using your expenses as a base point, we will formulate an income plan designed to maintain your standard of living over time, so you do not have to worry about running out of money. We will help you maximize your Social Security benefits. By including potential rising taxes and inflation in the equation, our goal is to give you the MOST value using the LEAST amount of your portfolio. 

Next, using the assets that are not needed to cover basic expenses, we turn our attention to the rest of your portfolio. Here, we'll focus on determining the proper levels of liquidity, satisfying estate and legacy goals, managing other retirement risks, and investing with the goal of maximizing growth. Using this Divide and Conquer strategy, we strive to create an easy-to-understand retirement planning experience that will help give you confiendce through all stages of your life. 

Free One-on-One Consultation

There is no cost or obligation to talk with us by phone, or to sit down for an in-person retirement consultation. The sooner you can begin mapping out your retirement, the better your chances are for success. Whether you choose to work with us or not, schedule a meeting with our knowledgeable, friendly team, and let us show you how you may be able to retire with less worry. 

Call us at 1-800-942-1953 or email mgebhardt@acuityfinancial.com