Financial Planning for
Approaching Retirement
✓ MINIMIZE TAXES ✓ INVEST SMARTER ✓ TAX-EFFICIENT RETIREMENT INCOME
Financial Planning Expertise for Approaching Retirement
We help individuals and households within 5 years of retirement develop a strategy to replace their
paycheck tax-efficiently and confidently transition into the decumulation phase.
What’s the most tax-efficient way to turn my savings into income?
How much can I spend each year without running out of money?
How should I adjust my investments as I approach retirement?
What You Can Expect When We Work Together
Confidence
Gain clarity on your full financial picture. Our planning process ensures you’re on track and fully understand where you stand.
Expertise
We make complex financial decisions easier to understand and take action. We specialize in guiding pre-retirees through their financial journey.
Customization
Your plan evolves with your life, not a cookie-cutter approach. We help connect the dots from where you are today to where you want to be.
Ready to Plan Your Financial Future?
Here’s our process to help you decide if we’re the right fit.
Step 1: Intro Meeting
A quick 30-minute Zoom conversation to make sure we’re a good fit.
Step 2: Discovery
You share your goals, challenges, and what matters most.
Step 3: Review Goals
We walk through our planning approach, including tax planning, investments, and retirement.
Step 4: Think About It!
You decide if it’s the right fit. No sales pitch, no obligation.
Planning Resources for Pre-Retirees
- Retirement Planning Case Study
- Financial Plan Stress Testing
- Social Security Optimization
- Tax-Efficient Retirement Distributions
Contact Safe Landing Financial
Serving individuals and households approaching retirement virtually nationwide.
*Meetings by appointment only.
**All meetings are being held virtually until further notice.
CERTIFIED FINANCIAL PLANNER™ FOR APPROACHING RETIREMENT
Brian Fry is a CERTIFIED FINANCIAL PLANNER™ helping pre-retirees:
- Minimize Taxes
- Invest Smarter
- Make Work Optional
