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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.
Pre’tire’ment
/prƏti(Ə))rmƏnt/
noun
Age
55
Age
59 1/2
Age
62
Age
65
Age
66
Age
67
Age
70
Age
70 1/2
Age
73
Age
75
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.
© 2023 St. Clair Financial | Ambassadors of Possibility
A unique process specifally designed to navigate one’s retirement transition
Age
55
Age
59 1/2
Age
62
Age
65
Age
66
Age
67
Age
70
Age
70 1/2
Age
73
Age
75
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.
Pre’tire’ment
/prƏti(Ə))rmƏnt/
noun
1. The time of transition from “working too much” to “making work optional.”