Retirement Planning

Retirement is the most significant financial event most people face in life. At Aurora Pointe Capital, we prefer to help you reach financial independence so you have more control over your time. Retirement doesn’t necessarily have to mean completely stopping work, although it may mean that for you. Financial independence provides you with the power of choice. You may be wondering…?

• When can I retire? Or, when can I achieve financial independence?
• Do I have enough to support my desired lifestyle in retirement?
• How do I make the switch from saving to spending?
• How do I optimize withdrawal strategies during retirement to create an income stream?
• When should I take Social Security?
• Will my resources be able to keep up with inflation?
• How much should I have in emergency savings?
• How will I pay for medical expenses in retirement?
• Will my loved ones be okay if something happens to me?

We help you answer these questions and develop a plan to fund your desired retirement lifestyle. Our goal is to educate you on all your options and make the transition to retirement as simple and relaxing as possible. We work with you to find the right balance between growth and income within your portfolio, and we help you develop a tax-efficient retirement income strategy to fund your lifestyle.

Our goal is to help you feel confident in your financial future so you can enjoy your retirement years.