Lifestyle Freedom through a Robust Retirement Paycheck

You’ve worked hard, saved diligently, and deserve to enjoy the fruits of your labor.

But going from investing your income to getting income from your investments can feel overwhelming.

Market volatility, taxes, inflation, car repairs, buying a house, what if you want new golf clubs?… you get the idea.

What if you could focus on the excitement of planning your next chapter instead of worrying about outliving your nest egg??

That’s where RetireMINT® comes in.

RetireMINT® is a comprehensive retirement planning service designed to help you:
  • Determine your ideal retirement timeline and lifestyle
  • Optimize your income streams and save on taxes
  • Create a sustainable paycheck so you don’t run out of money
  • Explore your legacy and provide for your loved ones
HERE’S HOW…
STEP 01

Simplify Your Money

First, we get your entire financial picture laid out clearly:

  • Money coming in vs. Money going out
  • What you own vs. What you owe
  • Estate provisions, etc

From this eagle-eye view, we can plot your next steps.

STEP 02

Paycheck Groundwork

Next, we lay the groundwork for a paycheck that supports you in retirement and replaces the paycheck you got while working:

  • Organize your fixed and flexible income sources
  • Define the maximum amount you can withdraw each year without putting your independence at risk
STEP 03

Invest Wisely

Now it’s time to think about wise investments and money decisions. For example…

  • Keep cash-on-hand to cover emergencies
  • Global diversification to smooth out the ride
  • Reduce investment expenses and taxes
  • Keep growth on track and combat inflation
STEP 04

Reduce Taxes

Your income sources fall into three buckets — taxed now, taxed later, and taxed never. We help you choose when and where to draw money to keep your taxes to a minimum.

Ready to Plan a Robust Retirement Paycheck?

It all starts with a conversation

Book a call and learn more about RetireMINT®