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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

Your future self will thank you when you decide its time to retire and you realize you are able to live the life you envisioned. To get to this point, your current self needs to not only remain disciplined in executing your long-term financial plan, but also be regularly reviewed to see if any course correcting makes sense. The original SECURE Act was signed into law on December 202019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29, 2022. These two massive pieces of legislation attempt to assist Americans with retirement preparedness.

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.”

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