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FINANCIAL PLANNING TO RETIREMENT AND BEYOND



CUSTOMIZED FINANCIAL PLANNING AND TAILORED INVESTMENT STRATEGIES




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
Financial Plan + Stress-Testing

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.

Learn more about financial planning + stress-testing.


Planning for Retirement Approaching - Case Studies
Social Security Optimization

Safe Landing Financial evaluates your overall financial picture and uses advanced planning software to optimize your Social Security claiming strategy.

Learn more about Social Security optimization.


Social Security Optimization - FRA
Tax-Efficient Retirement Distribution

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.

Learn more about tax planning for retirement.


Tax Planning - Minimizing Taxes During Retirement

SCHEDULE 30-MINUTE INTRODUCTION MEETING






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