Retirement planning designed for your life

Building your lifetime income for better retirement outcomes.

DON’T WORRY. RETIRE HAPPY.

Do you remember Oct. 19, 1987? Better known as Black Monday, that was the day the Dow Jones Industrial Average plummeted 508 points, a then-record dive of nearly 23% that followed a series of smaller declines the previous week. 1

What about the dotcom crash that occurred at the turn of the century? Do you remember that troublesome time, a 2½-year span from March 2000 to October 2002 that saw the tech-heavy Nasdaq tumble by nearly 77%? 2

How about the housing and stock market collapse of 2008? Do you remember that year, when our financial markets lost more than 30% of their value? 3

steve

STEVEN ROWSWELL, Founder
Financial Fiduciary and Master Planner

Our Process Retirement 4Life™

Retirement Discovery

Retirement Discovery

We’ll have an in-depth discussion seeking to understand what’s important to you in retirement.

Lifestyle & Retirement Income Style Defined

Lifestyle & Retirement Income Style Defined

Using your desired retirement lifestyle as a guide, we’ll review the available retirement income and analyze your retirement risk.

Optimize Your Retirement Plan

Optimize Your Retirement Plan

We’ll address your core retirement spending in an efficient asset and tax manner and create a plan to help optimize your Social Security benefits.

Roadmap for the Longevity of Your Retirement Plan

Roadmap for the Longevity of Your Retirement Plan

Based on the information we’ve uncovered, we’ll create a roadmap addressing your liquidity, long-term care and legacy plan.

Retirement Plan Implementation

Retirement Plan Implementation

After you make an informed decision on your plan, we’ll assist you in putting all of the pieces of your plan into action.

Step 1. Retirement Discovery

We’ll have an in-depth discussion seeking to understand what’s important to you in retirement.

Step 2: Lifestyle & Retirement Income Style Defined

Using your desired retirement lifestyle as a guide, we’ll review the available retirement income and analyze your retirement risk.

Step 3: Optimize Your Retirement Plan

We’ll address your core retirement spending in an efficient asset and tax manner and create a plan to help optimize your Social Security benefits.

Step 4: Roadmap for the Longevity of Your Retirement Plan

Based on the information we’ve uncovered, we’ll create a roadmap addressing your liquidity, long-term care and legacy plan.

Step 5: Retirement Plan Implementation

After you make an informed decision on your plan, we’ll assist you in putting all of the pieces of your plan into action.

money-last

Our goal is to help you manage your finances so you can pursue your goals.