Customized Retirement Planning Services

Crafting Your Future

Retirement today takes on a whole different look than decades ago. Today, many people what to know “if” they can retire, not just “when”. Today’s retirees are presented with many options on how to spend their “golden” years. We work with you to set goals and generate the income and lifestyle you desire.

This is not a one-size-fits-all approach. You have worked hard to build during your working years. We strive to help you make your money work. Whether you choose to retire early, start a second career (because you want to), or go further, we will coordinate a plan for you.

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A Collaborative Approach

Retirement planning is not a one-size-fits-all endeavor. Your individual circumstances, goals, and dreams shape your financial needs. At Epic Journey Financial, we focus on creating a tailored plan that reflects your unique experiences and aspirations. Our team is dedicated to listening to your concerns, providing guidance, and working with you to ensure that your retirement plan is as dynamic and adaptable as your life.

Goal Setting

Your vision of retirement may include traveling the world, volunteering, or spending time with family. Together, we will clarify your retirement goals by understanding your personal aspirations, health considerations, and financial expectations.

Income Planning

Withdrawing funds from retirement accounts requires careful planning to avoid depleting your assets too quickly and managing tax implications effectively. We analyze various income options, including Social Security benefits, pensions, savings withdrawals, and investment income.

Investment Management

We’ll work to create an investment strategy that balances risk and reward, tailored to your retirement timeline and financial goals. We consider market trends, interest rates, and your unique comfort level with investing.

Addressing Healthcare Needs

Healthcare costs can significantly impact your retirement savings. We help you prepare for potential medical expenses and guide you through options like Medicare and long-term care insurance to protect your wealth and well-being.

Social Security Optimization

Social Security can be a vital component of your retirement income. We analyze your situation to help you decide when to claim benefits for maximum lifetime income, taking into consideration spousal benefits and tax implications.

Helpful Content

How Sequence of Returns Can Affect Your Retirement Savings

Did you know that the sequence in which you earn investment returns can affect how much you end up with?

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Your Retirement Savings Plan Comes with Tax Benefits

Did you know your workplace retirement plan can help you manage your tax bill, both today and in the future?

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The Road to Retirement Can Begin at Work

A workplace retirement savings plan offers three key benefits.

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Get Started Today!

Are you ready to take the next step in crafting your retirement future? Don’t leave your retirement to chance. Contact us today for a consultation, and let’s work together to create a personalized plan that aligns with your vision.

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