Retirement today is a series of changes. Moving from full time to part time work, changing location, opening a business, taking a sabbatical, starting or returning to a career you love is common and becoming standard in today’s retirement planning.

Retirement planning starts well before the actual change. Ideally retirement planning should start three to five years before a potential retirement date in order to insure a smooth transition.

Finance by Design, Inc., works primarily with the following groups:

  • Individuals who are within five years of transitioning to a more fulfilling work/life balance by helping establish goals and timelines for the transition.
  • Individuals who consider themselves retired and address concerns related to cash flow, asset management, care issues or other areas that affect individuals as their age increases.

Finance by Design, Inc. provides consistent, reliable, unbiased advice with the focus on what is right for each individual client.