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Get More Life out of Your Retirement

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Fulfilling Retirements Needs Balance:

We help you get more life in the years leading up to and throughout your retirement. We all need enough purpose to get up in the morning and enough financial security to sleep at night. Each person’s favorite recipe for a balanced life is unique, but they share some common ingredients:


Vibrant Relationships Golden Valley, MN Channel Your Wealth

Vibrant

Relationships

Good Health Golden Valley, MN Channel Your Wealth

Good

Health

Engaging Hobbies Golden Valley, MN Channel Your Wealth

Engaging

Hobbies

Spiritual Growth Golden Valley, MN Channel Your Wealth

Spiritual

Growth


Community Involvement Golden Valley, MN Channel Your Wealth

Community Involvement


Things You Can Control:

You also need a clear strategy to generate reliable income in retirement so you can feel confident to focus on the things that matter rather than worrying about your investments. Some people are natural savers and can find it difficult to transition from an accumulation mindset to enjoying what they have saved. The goal is for you to get to the point where you stop putting off things you want to do that you can afford.


Our approach is based on evidence from academic research combined with years of experience helping people transition to retirement. It’s summed up well by paraphrasing the serenity prayer: accept things you cannot control; courage to control the things you can; and wisdom to know the difference.


Some things you can control:


  • Tax efficiency of your investments and withdrawal strategies
  • Avoiding common Social Security and Medicare mistakes
  • Keeping Costs Low
  • Most importantly, how and with whom you spend your time to get more life out of your years



 That is how we help you Channel Your Wealth

Schedule a Meeting