While many of our clients are already retired, our Pre-tirement planning services are specifically designed for self-employed professionals. If you’re a sole proprietor, have a single member LLC, or file as an S-corp (and are looking to make work optional), we can help.
Lower Your Taxes
Reduce Your Stress
Make Work Optional
Pre’tire’ment
/prƏti(Ə))rmƏnt/
noun
The time of transition from working too much to working just right.
A singularly unique opportunity for self-employed professionals.
Age
55
Age
59 1/2
Age
62
Age
65
Age
66
Age
67
Age
70
Age
70 1/2
Age
73
Age
75
Retirement Red Zone
Also known as “The Fragile Decade”, one of the more serious threats to retirement security known as Sequence of Return Risk occurs during this time.