25 Ways We Help Clients Build Better Relationships with Their Money
2.) We help clients understand what their “nest egg” means from a retirement income standpoint.
One of the most difficult financial transitions for any person nearing financial independence is to go from accumulating wealth to distributing wealth: to go from being financially dependent on a job to being financially independent and living off your personal investment portfolio or income streams.
Arrivity financial planners take great joy in showing and explaining how the various assets you’ve accrued can be turned into a “retirement paycheck” that you pay yourself each month. In some situations, the transition is relatively straightforward: rental income, annuities, pensions, and social security replicate a working paycheck and often provide a regular monthly income stream. But other assets like 401(k)s, 403(b)s, taxable brokerages, Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPPs) take more planning and effort to turn into usable cash each month in a tax efficient manner.
Arrivity Financial Planners assist you in becoming the “air traffic controller” of your personal finances, with the end-goal of having a financially simple and robust retirement income stream regardless of how many or which kind of financial instruments you have accrued during your working years.
Please contact us at: Contact Arrivity, 206.217.2583 or info@arrivity.com if we can assist you or someone you know with financial planning.
Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.