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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

What to Know About SECURE Act 2.0

Like its predecessor, the SECURE 2.0 Act attempts to assist Americans with retirement preparedness. Read our overview.

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.”

Anastasia Wiese’s GRBJ Commentary: Pay Off Debt or Invest?

In today’s climate of low interest rate loans, many investors have been asking a variation on the same question: Is “extra,” discretionary cash best used to pay down debt – such as mortgages, auto loans, student loans or credit card balances – or to invest toward retirement? In her February 22 Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® covers how to make good choices either way: “Ultimately, every action you take to advance your overall financial picture should move you closer to a place of decreased anxiety and increased satisfaction with your financial situation.”

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