FINANCIAL PLANNING TO RETIREMENT AND BEYOND
MAKING THE MOST OF YOUR UNIQUE FINANCIAL SITUATION
We help individuals and households plan to and through retirement.
Organizing your balance sheet and determine how assets can be used for planning your financial future.
Developing an investment and rebalancing strategy to keep you on track when planning to retirement and beyond.
Aligning all areas of your financial life to limit potential gaps and stay successful during retirement.
When you’re ready, we’re here to help you transition from your career to enjoy retirement on your terms or whatever’s next.
AREAS OF EXPERTISE
- Financial Plan + Stress-Testing
- Social Security Optimization
- Tax-Efficient Retirement Distribution
Safe Landing Financial helps you reach your financial goals while ensuring you don’t run out of money during retirement. We want to give you financial peace of mind to allow you to focus more on what you’re passionate about.
We run Monte-Carlo simulations to identify the probability of your savings lasting through retirement. Next, we compare different scenarios to give you confidence for achieving financial goals such as early retirement, travel, buying a second home, etc. Finally, we strategize ways to improve the success rate of your financial plan.
Safe Landing Financial evaluates your overall financial picture and uses advanced planning software to optimize your Social Security claiming strategy.
Safe Landing Financial identifies tax-efficient retirement income distribution strategy for your unique strategy. Your decumulation strategy is as important as your accumulation strategy.
We help design a plan for your minimizing taxes over your lifetime.
FREE RETIREMENT PLANNING CONSULTATION
A complimentary 4-step process sharing how to minimize
taxes, optimize investments, and enjoy retirement on your terms.
This process is designed to help you evaluate our services
and make an informed choice for planning your financial future.
