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Retirement Planning

Using a personalized, hands-on process, we help you develop sound retirement strategies.  We educate you about key financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and wealth preservation.

We specialize in helping individuals develop sound retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.  We focus on money management (budgeting) and the key behaviors required to succeed at retirement, as well as all other factors of your life, your future goals. Do you want to start a business? Into what retirement vehicles should you contribute? Are you planning for extended travel when you retire? Will you retire in the same state that you are currently living? These questions and many more will shape your retirement plan. 

Our Financial BlueprintTM for retirees focuses on six (6) key areas:

  • Retirement Income Planning
  • Investment Management
  • Tax Efficiency Strategies
  • Spousal Survivorship
  • Health & Long Term Care
  • Estate & Legacy Planning

Cashflow Management

Most people wish to maintain their current lifestyle and ultimately seek true financial freedom.  Understanding if your current lifestyle is sustainable for a lifetime is an important question that needs to be answered as part of your financial plan development.

Resources

Retirement Realities

Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Women and Wealth: A Pivot Towards Retirement

Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mluke@revivalwealth.com  |  704-644-3540

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