RETIRE ONCE, RETIRE RIGHT
Build a Retirement Plan With Us
We understand that as a high-income earner, money is constantly on your mind. The Rightirement Wealth Partners retirement planning process has been designed to help put your mind at ease, create a positive investment experience, and work around your personal cash flow situation.
The Rightirement Process
When a client comes onboard, we select a reasonable target year of retirement, agree upon an annual amount to save, and calculate the average annual investment rate of return necessary to hit your target.
If the rate of return is achievable, our investing professionals identify opportunities that correlate with that rate of return and determine your comfort with such an investment mix. At any point if you are uncomfortable, we revise the target year of retirement or the amount you can save to coincide with your level of comfort.
A True Partnership
Through the retirement planning process, we write your goals, take action, and serve as your peers with whom you share those commitments. We are working toward your retirement together as a team, so if you win, we win.
Annual Progress Reports
To ensure we continue to hit milestones, we complete an annual progress report that covers every aspect of your portfolio. While actual investment results may vary, we will continue to monitor and adjust as we work toward your financial independence.
Key Relationships
Just as you lean on key individuals in your organization to perform tasks outside your field of expertise, we rely on external experts when complicated matters arise. No matter what it takes, we will seek to find a favorable resolution.
Adaptive Savings Goals
Life isn’t worth living without some fun, excitement, and a little carefully planned splurging. You are only human. To help with this, we can create short-term savings goals at your discretion that work toward those recreational expenditures.
