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A Secure Retirement Doesn’t Just Happen

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Life expectancy continues to rise, changing the way we think of retirement. We view retirement as a life transition. With many people spending one-third of their lives in this phase, Financial Connections helps you to define your vision of this period through our retirement planning services.

While retirement planning frequently focuses on the financial side of retirement, we believe equal attention needs to be dedicated to the non-financial issues and opportunities in retirement.

Will you work part-time at a job you enjoy? Would you rather not work at all? Do you plan to volunteer your time for a non-profit organization or a cause you believe in? Our role is to help you define this future and see how your finances fit with your vision


Retirement Planning – Financial

Our specialty is retirement planning. We help identify where you are today and where you want to be in the future. Do your resources match with your future goals?

Are you utilizing the Social Security Strategy that best fits your circumstances? What type of Medicare option(s) will you select? What about long-term care planning?

We ask that you complete a questionnaire and spending worksheet prior to our first meeting. The “get acquainted” meeting is no charge. We will provide an estimate of the cost of the project and additional documents we may need to prepare the plan.


Retirement Income and Withdrawal Strategies

Many of us receive a paycheck during our working life. In retirement, we must create a new type of paycheck. When we work with you to develop a financial plan for retirement, we will help you review your resources so that you can create a retirement paycheck to live on.

This is a complex topic. A retirement paycheck needs to balance your expenses, the risk of running out of money prematurely and your legacy requirements. It is an art, not a science since we don’t know how long we will live nor the cost of our health care during our later years.


Retirement Coaching – non-financial aspects of retirement

Through retirement coaching, we aim to help identify your interests and priorities, align your finances with your retirement goals, and create a vision for the expanse of time that represents life after your career. We can coach you as an individual or as part of a couple.

During the workshops, we will address such issues as:

  • How do you replace the social interaction from work?
  • What might be the impact to your self-esteem when you no longer have feedback from work (such as praise from peers, wage increases, reviews, etc.)
  • How do you maintain purpose in your life?
  • How do you stay connected (studies show personal interactions at work average 22/day; in retirement, the number is cut in half)?

2 workshops; approximately 60-90 minutes each; OR one three-hour workshop


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No Hidden Costs. No Referral Fees. No Commissions.

As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals.

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