Retirement income
- a.Social Security and pension timing
- b.A paycheck from your savings
- c.Spending that lasts past 95
Service
The date you can stop, and the income after
- First meeting
- Free · 45 min
- Fee
- Flat, never a percentage
Retirement is a date and a paycheck. We model the year you can stop, when to claim Social Security or your pension, and how to turn savings into a monthly income that is still there at 95.
What it covers
- 01Social Security and pension timing
- 02A paycheck from your savings
- 03Spending that lasts past 95
Best for
- Anyone within 15 years of retiring
- Couples with two pensions
- People who just retired and feel unsure
Fee · Included in every plan
Questions
Only by you. A flat fee agreed up front — no commissions, no percentage of your assets, no products to sell.
Yes. 45 minutes on video, no obligation. If we can't help, we'll say so and point you to someone who can.
No asset minimum. The Plan works for anyone with a question worth answering — Ongoing suits people with investments to manage.
With a large independent custodian, in your name. We can advise and trade — we can never withdraw.
Very often that's when it matters most — income order, taxes and what you leave behind.
Yes — pay, pensions, succession and the sale, planned together with your accountant.
Low-cost index funds, set by your plan and rebalanced four times a year.
Your first step
Forty-five minutes on video with an advisor. You leave with three things to do next — whether or not you hire us.
- ✓Free, no obligation
- ✓An advisor, never a salesperson
- ✓Three next steps, in writing
Pick a time
You'll talk to Helena Marsh, CFP®