You Deserve To Feel Confident About Your Money & Your Plans for Retirement

Significant transition. Retirement is a significant transition and big next chapter in many people’s lives.  For many, they’ve spent 45+ years focused on working hard and saving for retirement.  We see the work you’ve put in.  The shift from saving to spending those hard-earned dollars is significant and can be fraught with emotion.  Planning for retirement is about more than just having enough in your portfolio to meet your cash flow needs.  Our planners guide you to and through the retirement process, enabling you to feel confident and comfortable as you move into the next chapter of your life.

It’s (unfairly) complicated. Retirement planning and managing your financial affairs during retirement is complicated. Cash flow, taxes, social security, long term care, etc. … Furthermore, there are lots of questions that are unique to you, including how you dream of spending your days in retirement.  Working with a financial planner to build a comprehensive financial plan will get you answers to all your questions and more.  You deserve to feel confident about your money and your retirement.  Let us help you!

Let’s plan. Resolute Financial works with you to set your plan. Even more importantly, we meet with you to keep your plan updated and your investments producing the income you need. Our planners have expertise in key areas such as creating a steady stream of monthly income, balancing risk as the investment climate changes, and maintaining strategies to minimize taxes. Let us uncomplicate retirement and guide you confidently forward.

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Common Questions We Hear About Retirement Planning

  • What’s the best strategy for saving for retirement?
  • When should I start Social Security?
  • What can I expect from Social Security?
  • Do I have enough money saved to retire?
  • What do I do with this pension – take a lump sum, annuitize it, joint or survivor?
  • Where will my monthly cash flow come from beyond retirement?
  • Should we withdraw from our Traditional IRAs or Roth IRAs?
  • How can we save on taxes?
  • Should I do a Roth conversion?
  • When do I start my required minimum distributions (aka RMDs) and how do I take them?
  • Can you help with health insurance and Medicare?
  • Do I need long term care insurance?
  • When should I start gifting away my assets?


“You can’t go back to the beginning,
but you can start where you are and change the ending.”

– C.S. Lewis

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