“Plans are nothing; planning is everything.”
Having a retirement plan is not the same as planning for retirement. Too often, we meet people who’ve spent considerable sums on financial or retirement “plans” that are nothing more than dozens of pages of boilerplate, of little use or value.
At the Sullivan Group, we take planning for retirement seriously. To us, it means sitting down with you to explore your hopes, goals, risk tolerance, and time horizon. From there, we look at what ‘s been done previously and how that plays a role in what we need to do going forward.
Our goal is to create a clearly understood investment ‘roadmap’ that we implement, monitor, and periodically adjust as needed. Starting on any journey without periodically checking your progress, results in a journey that depends upon luck to be successful. Our process means that we check and recheck along the way to help improve the chances of achieving your financial destination without missing the mark.
It doesn’t stop there! We have found that the transition into retirement can be a confusing and often anxiety producing change. We help in shifting those retirement assets into an income stream to benefit you and your family for the foreseeable future. One of the biggest retiree fears is the fear of becoming a burden on children or family in old age. A well thought out and professionally managed post-retirement plan could alleviate that concern.