Pre-Retiree
Whether your 5 years, 20 years, or within 1 year of retiring, we can help guide you to your next milestone with ease and purpose.
Retirement is a life changing event which has a lot of moving parts. We have a proven approach that delivers a customized checklist of actions and considerations to simplify the process, drive your actions and educate the opportunities ahead.
The result is a sound retirement income and a distribution strategy that sticks. A checklist does not replace a comprehensive retirement plan, but we welcome the opportunity to share our thought-provoking checklists with anyone who might benefit.
Interested in receiving one of our checklists as you prepare for retirement? Let us know. We're happy to share via email, we just need your name and preferred email address sent to allie.hovis@rrphub.com. We will fulfill your request within 24-hours of receipt.
Right now you are accumulating income for retirement, but what happens when you need to pivot from accumulation to income delivery?
Accumulation For Future Income |
Retirement Income Distribution |
| Impact of market decline is manageable | Impact of market decline is stressful |
| Investment growth-based strategy | Risk and cash flow management strategy |
| Actively contributing, less emotional | No active contributions, more emotional |
| Focus on achieving positive returns | Focus on achieving lifestyle goals |
| Active dashboard and managment tools | Dashboard, less management and support tools |
| Periodic monitoring and adjustment | Active, consistent monitoring and adjustment |
| Benefit of time horizon to drive | Lack of time horizon due to active draw |