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Retirement Planning

We’ll help you be able to live the life you’ve earned

You might have a clear idea of what you want in retirement or you might be at the early stages of considering it. We’ll help you to coordinate your investments and assets so that they will support your ongoing goals and objectives, even as those goals might shift. You’ve worked hard for your wealth, and we’ll help you make sure that your wealth can support the life you envision.

Retirement Planning Services

  • Cash flow based plans
  • Goal oriented modeling
  • Planning for future non-financial issues
  • Executive compensation analysis and recommendations
  • Achieving financial independence strategies
  • Planning for the next generation
  • Stress tested/'What if' exploration
  • Alternative scenarios evaluated
  • Retirement spending strategy development
  • Ownership transition planning
  • Tax management planning over lifetime of the asset
  • Social Security timing planning
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Related News & Insights

Financial Planning With a Mini Van

When you know your goal for your finances, you and a financial planner can consider all the essential components to build into your plan for the long haul. You might have big dreams of retiring to travel the world, or perhaps you’re more concerned about security and reliability. Whatever the case, a good financial plan needs to address three essential areas in order to build the life you want: retirement planning, legacy planning and investment management.

Grand Rapids Magazine Interviews Steve Starnes on Shifting Retirement Expectations

“Retirement is changing.” So begins a recent Grand Rapids Magazine Look+Feel column, “A Shift in Retirement.” As retirees are living longer with less access to traditional pension plans, Steve Starnes, MBA, CFP® notes that financial planning plays an even more important role in the ability to retire as we desire. Plus, there’s lifestyle planning. “Not doing anything [in retirement] is hard for a lot of people,” says Steve, “whether they need the money or not.”

Anastasia Wiese Shows GRBJ Readers How to Tend to Retirement with a Target-Date Fund

When spring flowers bloom, we discover how our earlier plantings have paid off. Likewise, how you “seed” your financial garden today determines whether you can later harvest rich rewards. In a June 2 Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® described how to use a target-date fund to save for retirement: “It can be nice to have retirement investing on autopilot through payroll deduction and a single self-maintained investment option,” says Anastasia. “However, as with any investment tool, there are things you should consider when choosing to invest in a target-date fund.”

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