facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Mid-Life Retirement Strategies

At the outset of your adult life, you may or may not have considered the importance of planning for retirement one day. However, now that you are older and possibly in the midst of an established career, it’s natural to start thinking about what will come next. There are several ways in which you can prepare yourself for the significant life change that is retirement, all while continuing to build your legacy. At Eagle Wealth Consulting, we are eager to walk you through the essentials of retirement planning, ultimately securing your financial stability for years to come. When you come to our friendly experts with questions or concerns about the various stages of retirement, expect to leave feeling reassured and highly informed.



Fine-Tune Your Retirement Plan

As your life inevitably changes, so should your retirement plan. Over the years, it’s natural for your priorities, financial outlook and goals to shift — however small they may seem, these changes can have a considerable impact on your retirement plan and the next chapter of your life. To help you stay up-to-date, our Eagle Wealth Consultants provide outstanding financial planning services that prepare you for the years ahead, no matter what stage of life you’re currently in. Furthermore, you’ll never feel restricted to one specific path — we make it easy to modify your retirement plan as often as you feel is necessary. Together, we’ll thoroughly evaluate your situation and construct or adapt a financial plan that sets you up for an enjoyable retirement.



Boost Saving and Investment

One of the most effective ways to secure a bountiful retirement is to give yourself the gift of saving and investment while you are in the “midlife” stage. Increasing your saving habits during these key years will allow you to enjoy a more advantageous spending budget when the time comes, not to mention the peace of mind you will gain knowing that you are ready for the years ahead. Not only can our Eagle Wealth consultants help craft a suitable savings plan for you and your family, we can also uncover strategic investments that have the power to exponentially enhance your retirement. With our highly experienced team by your side, you’re sure to pave the way to a comfortable and abundant retirement.



How We Use The Financial Planning Gamma

At Eagle Wealth Consulting, one of our main goals is to optimize the net income that you will receive during retirement. To do this, our knowledgeable consultants draw on elements of the Financial Planning Gamma, an approach to retirement that aims to increase a person’s income with strategic financial decisions throughout the various stages of their planning. Developed by Paul Kaplan and David Blanchett, the Financial Planning Gamma even reveals favorable Social Security claims that can boost your spending budget over time. This impactful approach has the power to change the trajectory of your retirement budget. To take control of your retirement plan, simply connect with one of our proactive consultants today.




Check the background of this firm/advisor on FINRA’s BrokerCheck.