Through our retirement planning process, we will review your current income and your potential in retirement. We will work with you to outline income sources and tax advantages, and help you understand and customize your social security options and the how-to of maximizing benefits. If you have a pension, we will help provide the advice to help you choose the right option. Lastly, we will outline the target return you need to be successful.

We believe your plan should have a policy that navigates the to-do’s along with professional management. A policy will outline an emergency fund, the guardrails for big purchases and major life events, the how-to of navigating income in down markets and record any retirement to-do’s. We know it’s a lot, that’s why the dedicated staff at Q2 Wealth Management will help you every step of the way

We have a philosophy that is a little different than most. Our philosophy uses evidence-based academic research which teaches us that in retirement we go through phases. We call them your Go-Go, Slow-Go, and No-Go years. At the beginning of retirement, we will spend a little more, but as we age, we spend less. Then, comes a time we spend more on our bodies, bringing our activities to a halt. Research shows inflation doesn’t hold as much weight as many say, and your money may last longer than the math may portray. Is that always true? No, but that’s why we continually monitor and adjust. We want you to live your life without fear. Our job is to remove that fear and provide you the comfort to live life on your terms.

Planning offered through Q2 Wealth Management.