Retirement Planning

Holistic Retirement Planning Every Step of the Way

Building Financial Security for the Years to Come
When most people think of retirement, they may picture a far-off moment in time when they can finally relax and spend more time doing what they truly love. This peaceful vision is attainable, but it is not likely to be achieved overnight, and rarely is it so cut-and-dry. There is more to retirement planning than first meets the eye, and our Eagle Wealth Consulting team has the expertise to make sure you’re prepared at every turn. With careful financial planning, examination of your tax opportunities, intentional goal-setting and more, you can step into the next chapter of your life more confident than ever before.

Early Stage Retirement Planning

Getting a jump-start on retirement planning allows you to maximize your financial freedom. With our team of knowledgeable experts guiding you, retirement planning doesn’t have to be stressful — it can actually be an enriching process that sets you up to enjoy life’s next adventure. Our Eagle Wealth Consultants are ready to meet you where you are and create a comprehensive plan that will maximize your resources and achieve your goals. Together, we will consider your current financial context in order to project what your retirement may look like. With years of experience and a careful consideration of your unique situation, our professionals can help you tackle retirement planning in a way that makes sense for you and your family.

Mid-Life Retirement Strategies

With years of professional experience under your belt and life changes on the horizon, it’s time to think more seriously about your retirement plans. Eagle Wealth Consulting puts a personalized spin on tried-and-true retirement planning methods, always making sure that your long-term financial goals are the priority. We utilize the elements of Financial Planning Gamma (from Paul Kaplan and David Blanchett’s “Alpha, Beta, and Now…Gamma”) to maximize your long-term retirement income. This game-changing resource reveals ways to increase your net spending money using different Social Security claiming strategies and more. Throughout the planning process, Eagle Wealth Consulting grants you access to valuable information that can significantly impact your retirement. We makes it easy to begin or resume your retirement preparations at your convenience — simply contact our experts to get started!

Pre-Retirement Refinements

Putting the finishing touches on your retirement preparations is made easy with Eagle Wealth Consulting. With a thorough evaluation of your current plans, our experienced professionals will identify any red flags and take steps to prevent any issues down the road. Better yet, our team can prepare you for certain aspects of retirement that you may have not yet considered. Beyond the financial implications of retirement, we’ll show you how to avoid common pitfalls that many people make during this transitional period. For example, making an effort to stay connected to your networks, diversifying your activities and avoiding excessive worrying are just as important as your financial plans when it comes to being successful in retirement. Our Eagle Wealth Consultants truly care for your health and happiness as you move into this new phase of life — allow us to be your helping hand so you can start retirement off on the right foot!

Sustaining Funds Throughout Retirement

The biggest concern for most retirees is “whether or not my money will sustain as long for as long as I live.” After years of working, earning more income, and saving, you may experience a psychological hurdle to begin withdrawing money from your nest egg – which can lead to a scarcity mentality and under spending. At Eagle Wealth Consulting, we foster a mentality of abundance by giving you proper context of your situation and options available to you. Our retirement planning professionals are here to help you determine safe spending levels that still allow you to contribute to causes that matter or build a legacy for your family. As we work to achieve your financial goals, every decision is made with your knowledge and approval. Don’t leave your future up to chance — for the important decisions that determine your retirement, trust Eagle Wealth Consulting experienced team to be your guiding light.