Whether you are planning for a retirement that is 20 years away or confounded at how to turn your savings into a viable retirement income stream, we can help.
We specialize in helping those who are near retirement or already retired answer top retirement income planning questions such as:
“How do I avoid outliving my money?”
“How do I get an accurate picture of what my actual income will be in retirement?”
“What is the best investment mix if retired or close to retiring?”
How We Help
We help you plan for retirement by creating your own “personal pension” for lifetime income in retirement.
Nearing Retirement
It’s never too early to start retirement planning. The earlier you start, the greater peace of mind you could have. We help you envision what type of retirement you want and then plan for it, so that your dreams have the chance to become reality.
At Retirement
A retirement that was once in the distant future is here or right around the corner. We help you ask the right questions, spot gaps that may exist in your current plan, and provide a roadmap for both the short-term and long-term so you can live a better retirement.
Retirees
How much income can you safely withdraw from your retirement accounts without risking running out of money? That is the million dollar question, and we guide you in discovering your own personal answer.
The last decade or so prior to retirement represents peak-earning years for many, so it’s important to have a plan in place to maximize your retirement savings and to prepare for retirement.
Download our Pre-Retirement Checklist & Guide today to learn how to:
Maximize Retirement Contributions
Review Social Security & Plan for Benefits
Project your take-home retirement income
Define your Retirement Lifestyle
About Us
We help you manage your finances so that your finances aren’t managing you.
We are retirement planning experts. We provide comprehensive financial planning and investment advice through all stages of retirement. We spend a great deal of time with our clients, learning about their unique situation so that we can develop a customized plan that allows them to take advantage of every opportunity they can during planning for retirement.
How Are We Different?
At Best Retired Life, we are focused on using tax-efficient investment, insurance and planning solutions that support your best interests. We take a collaborative approach to retirement planning, working in conjunction with you instead of for you, so that you always get the best straightforward advice.
Strategic recommendations paired with ongoing education (in language you can actually understand) helps ensure you get the maximum value out of every minute you spend with us because at the end of the day, the more insight you gain, the better equipped you will be to make important financial decisions.
My passion for financial planning all began while a Partner in law firm specializing in estate planning. After more than twenty years as an attorney, I decided that while I was helping people protect their estate, I needed to be able to provide more value by helping people design and create a retirement they truly deserved.
Upon having this realization, I decided to educate myself on the best financial planning practices, eventually deciding to build my own firm. Since then, I’ve worked with individuals, couples and families of all backgrounds and ages.
Every day, I find new ways to better serve our clients. Outside of work, my wife, Sara, and I enjoy spending time at the beach with our two boys, Ben and Luke.
Learn More About Me
If you had a million dollars to spend, what would be the first three things you would buy? I would buy a vacation house and take our boys to Disney World.
What’s the most likely place people could find you on a Saturday night? At home grilling and enjoying a cold beer.
Which would you pick: Living on the beach or living near the mountains? Live on the beach in the summer and near the mountains in the winter.
Imagine being approached by a genie who offers you three wishes. What might those wishes be? I’d wish for a rocket-fast metabolism, an amazing memory and perfect health.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self? Slow down — the faster you go, the more you miss out on.
Setting a New Standard for Client Service
The cornerstone of our financial planning and retirement income solutions are our 5 Foundational Principles. These five core values are incorporated into everything we do to help ensure that every one of our clients receives the highest level of care and attention.
No problem too small, we are always just a phone call or email away. Our goal first and foremost is to provide you with the peace of mind you need to be confident in the path that lies ahead so every step you take gets you closer to where you want to be.
The Principles That Serve as the Cornerstone of Our Services
Accountability
The financial industry is filled with empty promises. Our mission is to change the conversation by not just saying what we’re going to do, but also doing what we say. Similarly, we will hold you accountable to follow our recommendations and implement our strategy so your money and time are never wasted.
Transparency
From our financial planning fees to our honest opinions, we are an open book when it comes to your concerns and questions. We take wealth management very seriously; with this responsibility comes a need for complete transparency into who we are, what we believe and how we can best serve your needs.
Respect
Even if you pick the option that we recommend the least, we will always stand by your decisions and values. There is always more than one way to achieve the same goal, and we want to make sure the path you take is what you want, not what we prefer. Your dreams and desires will always be our number one priority.
Trust
Before we dive deep into the details, we want to make sure we foster a mutually beneficial relationship where both sides are confident in the other’s actions and beliefs. Our prior experiences guide everything we do, and we hope that from the very beginning, you’ll feel secure and in smart, capable hands.
Honesty
We pride ourselves on telling you what you need to hear — not what you want to hear. This means no sugarcoating. No secrets. And never anything but the absolute truth because you deserve open and honest communication about the causes and implications of your financial decisions.
We help you manage your finances so that your finances aren’t managing you.
When managing your money, we believe going the extra mile is always worth it in the long run. We’re “Experienced in Finance, but Invested in Futures”
Excitement for what the future has in store begins with confidence in your decisions. We’re here to help make sure the steps you take now help get you to where you want to be later.
