Be free to enjoy your retirement knowing you’re always in good hands.
We Help Make Your Next Years a Little More Golden
Retirement is all about enjoying the fruits of your labor. You shouldn’t have to spend your golden years stressing about money.
To keep you worry free, we help you start planning now. We get specific about the lifestyle you want and work backward to make it happen.
Our retirement plans cover it all — investments, alternative income streams, tax planning and even health insurance. With everything taken care of, you’re free to enjoy this year and your golden years.
Lifestyle Planning | Savings Strategy | Income Solutions
How Does Retirement Planning Work with Metanoia Financial?
At Metanoia Financial, we believe the best retirement plan is the one that frees you up to live well, not just quit working.
That’s why we see retirement planning as a lifelong process. We start with where you are and continually adjust as you get closer to where you want to be.
That means if your plans or priorities change, you’re not left scrambling to make it work. Instead, you get a financial advisor that hears your dream and says, “yes, let’s make it happen!”
Together we will:
- Determine exactly how much money you’ll need in retirement.
- Review your current investment strategy and make recommendations.
- Factor in paying for your own health care or long-term care.
- Structure your investments for consistent income.
- Plan your estate, charitable contributions or gifts to family.
- Maximize tax strategies for your retirement years.
years of investment management success
Frequently Asked Questions
A lot of retirement funds like traditional 401ks and IRAs are taxable. Even a portion of gifts and donations can be held back by the government. That’s why we also offer tax planning services. We forecast how much federal and state tax you’ll have to pay in retirement and then help you minimize fees and take advantage of available tax breaks.
Believe it or not, there is no blanket retirement target you need to hit before you retire. When you are confident you can support all the things you want to do in retirement — travel, move to a warmer climate, spend more time with family — you can start to prepare for retirement. If you’re still unsure, book a free consultation with one of our financial advisors and we’ll help you organize your retirement plan.