As you approach retirement, having a well-defined plan can help you feel more confident about your next steps. Our team works with you to craft a strategy that aligns with your personal goals and lifestyle, helping you transition smoothly into retirement.

Key Services for Pre-Retirees

• • Retirement Income Planning
    We help assess your savings, investments, and other income sources to support your desired retirement lifestyle.

  • Social Security Optimization
    We provide guidance on when to claim Social Security based on your unique situation.

  • 401(k) and IRA Strategies
    Review and adjust your retirement accounts to align with your evolving financial goals.

  • Investment Adjustments
    As you near retirement, we provide insights on adjusting your portfolio to manage risk and growth potential.

At Strategic Planning Group, we know that no two retirement plans are the same. That’s why we take a personalized approach, helping you map out your retirement journey based on your specific aspirations. Whether it’s traveling the world, pursuing a passion, or enjoying time with family, we design a plan that works for your unique vision of retirement, your Perfect Calendar®.