Retirement Planning

Everything you do – from planning the education and designations you’d like to acquire, to starting a career and managing your career progression – is done in the hopes that you and your loved ones can have a better life. But in all your planning, have you remembered to plan for life after work?

If you fail to plan for life after work, all the effort you’ve put into your working life may be jeopardized, and you may be left with more questions than answers. And an ill-prepared retirement is bound to be one filled with financial stress and chaos, instead of life-enriching experiences and freedom.

Financial Wealth & Retirement Planning | Retire To Tellico

How We Can Help

Many people struggle walking away from work because it often provides purpose and meaningful relationships.  Retirement planning is more about helping you feel confident in dialing up what’s important to you, while cutting back what isn’t. That is how you maximize life.  We look for ways to minimize lifetime taxes in the process.

  • Understand your values and goals: Through a personalized approach, we discover why money is important to you. We want to understand what you would like to accomplish with it. Whether your values are security or freedom, or whether your goals are travel or spending time with the people you love, we’ll help you strive for your ideal retirement so you can maximize life.
  • Analyze your current position: To plan a meaningful retirement, you need to know where you currently stand. We’ll help you build an in-depth financial inventory to use as part of our retirement planning process.
  • Develop your plan: We’ll work with you to create a retirement plan that summarizes your current situation, what you’re working towards, and how to get there. We work hard to keep this to one page. Download a sample One Page Plan.
  • Implement your plan: As you move closer to retirement, we’ll work with you to ensure the plans are implemented in a phased and orderly manner. The goal of our retirement planning approach is to make your transition to retirement as seamless and stress-free as possible.
  • Support you in pension and benefit decisions: We’ll be here if you need advice on Government or Employer pension and benefits: when to apply, how to apply, what to do with your funds, and much more.
  • Partner with you in retirement and beyond: A long and fulfilling retirement takes multiple facets of your financial picture into consideration: health care, long-term care, insurance, legacy planning, and charitable giving. Retire To Tellico will be here for you when you need advice in any of these areas.
  • Provide ongoing reviews: We’ll continue to review your retirement plans, and consult with you about any changes or updates needed to address your evolving retirement lifestyle needs.

Ready to take the first step in creating your plan for life after work? Get in touch with financial planner and founder Thomas Cook.

Let’s Get Started