We Believe Getting Off The Mountain Is More Important Than The Climb
Your Money Should Never Die Before You Do
Building Wealth Is Not The Same As Spending Wealth
Think of preparing for retirement as climbing a mountain. The journey up the mountain represents your long hard struggle of preparing for retirement. Reaching the top is your first day of retirement. Descending the mountain represents living off your retirement assets.
You spend years sacrificing and preparing. Then, after the euphoria of successfully making it to the top of the mountain….you realize…..you still need to descend the mountain. You need to now spend your wealth.
Spending Your Wealth Creates A New Set Of Problems
How Much?
How much can you take out to live on so that your money does not die before you do?
Uncertainty
What happens if your money is not successful the first few years of retirement?
Efficient Money
Have you taken steps to protect yourself from possible higher taxes and inflation?
These Problems Occur During The Retirement Years
Shouldn’t You Have A Road Map That Gets You Through Retirement Instead Of Just