Olympic Financial Advisors, LLC
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Retirement Planning

Retirement Planning

​Retirement has vastly changed over the years, particularly since the most recent recession. Your grandparents and parents likely relied on pensions, private savings, and Social Security to build a stable income for retirement. Today, there is an increasing burden on individuals and families to ensure their assets last through their retirement. These changes demand a new way of planning.​

Generally speaking, there are three phases of retirement planning:
​1    Building assets 10 or more years prior to retirement
​2     Transitioning into retirement
3     Maintaining or drawing down assets through retirement years

​Working with clients in all of these phases, we have created an effective way to plan that incorporates:
  • Determining what elements impact your wealth-building potential
  • Mapping out a comprehensive plan designed to protect your assets and achieve your objectives
  • Evaluating the universe of retirement strategies available to you
  • Developing a plan to maximize retirement income while minimizing risk, and building tax strategies
  • Helping you understand the differences between investing and disinvesting
  • Providing you access to our industry-leading software program, MoneyGuidePro, to track your progress and help you stay on course
​
To see if our investment management and retirement planning services are right for you, schedule a Get Acquainted meeting

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful.
  • Home
  • About
    • Our Clients
    • Fees
    • Why We Are Different
    • Investment Philosophy
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Institutional Investment Management
    • Retirement Plan Employee Education
  • Resources
    • Client Links
    • Forms
  • Contact