Services – Retirees
Retirees and Pre-Retirees
Turn your lifetime of Disciplined Saving into an Optimized Retirement Strategy
This is Your Time
Your retirement represents the successful completion of one life phase and the exciting beginning of another. You want your resources to work cohesively to deliver a low-stress, secure, dependable lifestyle, giving you the freedom to spend your time on the people, activities, and causes that are most important to you.
Let Sonmore Financial put our leading-edge planning and financial management tools to work for you, allowing you to enter the next phase of your life adventure with confidence and anticipation.
Retirement Planning Simplified
Whether you’re approaching retirement or already there, Sonmore Financial can help you prepare a map for your retirement that takes the worry out of your next life phase. Our forecasting tools can give you a peek into the future, utilizing various scenarios to “stress-test” your financial plan. And our investment management services put proven financial research at your service, freeing you up to do all the things you’ve been saving for during your active working career.
Our fiduciary planners meet with you to gather the information about what you want to prioritize in your investments, goals, and needs. Then we work with you to develop a personalized financial plan that is an accurate reflection of your unique situation. Along the way, we help you maximize the tax efficiency of your investments and other aspects of your financial plans, helping you keep more of the assets you’ve worked for.
Retirement Goal
Income
Cash Flow
How we work with
Retirees and Pre-Retirees
20-Minute Call – Are We a Fit?
A 20-minute call will let us learn about your financial situation and determine whether our expertise is a fit for your needs. If we’re not the right financial partner for you, we will happily point you to the right person.
1-Hour Discovery – Gather Information and Build The Foundation
The next step is a one-hour meeting (in the office or via Zoom). Ahead of the call we’ll send “homework” that allows us to develop a high-level view of your entire financial situation. We will get crystal clear on your financial goals, needs, and concerns and use the information we gather to build your SMART Analysis.
1-Hour Review SMART Analysis
Our third meeting is an in-person session in our office to present your SMART Analysis and discuss our findings and recommendations. You’ll walk away with a detailed overview of your current situation and clarity about your options and next steps.
Simplify Your Financial Picture
At Sonmore Financial, the premium we place on communication runs both ways: you should expect us to provide it to you, and we make it easy for you to provide it to us. That includes a world-class online client portal, where you can:
You also want to stay well-informed, and Sonmore Financial provides a wealth of informative articles on current topics of interest. You can read our blog articles anytime, and you can also subscribe to our free monthly online newsletter.
All this means that you can depend on Sonmore Financial: for ongoing dialogue; for innovative, personalized counsel; for ongoing financial education; and most of all, for prompt answers—usually within 24 hours—to your pressing financial planning, wealth and investment management, and other questions.
