While some people enjoy the extra unstructured time in their first year, others find themselves struggling once they clock out of their full-time careers.
Some retirees tell us they felt they wasted their first years because the transition was harder than they expected.
A retired teacher said she had the most depressing year after retiring since she didn’t know how to spend her days or where to contribute to society outside of the classroom yet.
A retired engineer said he felt he’d lost his purpose when he left his job. Others simply get bored and search for something to fill their undefined days.
After working with thousands of people nearing and entering retirement, we discovered that too many people limit themselves by over-focusing on the numbers.
You do need a solid financial plan, but you shouldn’t serve the numbers—they exist to serve you.
That’s why we created this video. To help you explore what a fulfilling retirement future looks like for you. One that reflects who you are and what you want … and not just your financial advisor’s spreadsheet.
We are a group of financial professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams.
Founded in 2012, our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security to help you build the future you want in retirement.