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Home > Personal Financial Services > Retirement and Lifestyle Planning

RETIREMENT AND LIFESTYLE PLANNING

Your personal journey – your defining experiences, perspectives on money issues, and your particular situation in life – is uniquely yours, and a cookie-cutter plan won't work for you. We begin by understanding your past, present, and future to advise on the best strategies to plan. Our team makes you aware of the specific financial implications of every aspect of your life, allowing you to gain and keep peace of mind so you can get back to doing the things you love. 
 

Our retirement and lifestyle planning process includes: 

  • Analyzing your habits as it relates to your cash flow.
  • Understanding the money you owe, the money you grow, the money used to live, and the money you plan to give. 
  • Identifying life transitions specific to your journey.
  • Aligning your money to your goals and purposes. 

Speak with an advisor about our retirement and lifestyle planning strategies.

Follow these timeless investment principles to maximize your effort.

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Insights on Retirement and Lifestyle Planning

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Retirement & Lifestyle Planning

The Stability of the Financial System

Late Wednesday, Silicon Valley Bank announced Treasury sales and had begun the process of raising capital. The stock cratered on Thursday, customers began to pull funds, and Friday morning regulators closed the bank.  Over the ...

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Retirement & Lifestyle Planning

5 Tax Gotchas in Retirement

If you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when it comes to legacy planning. Here are five potential pitfalls you should be aware ...

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4 STRATEGIES FOR PROTECTING BUSINESS OWNER WEALTH

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  • Meet Our Team
  • Locations
  • Careers
  • Personal Financial Services
  • Retirement and Lifestyle Planning
  • Minimizing Tax Impact
  • Ensuring Your Legacy
  • Insurance
  • Business Financial Services
  • Business Owners
  • Retirement Plans
  • Executive Benefits
  • Business Insurance
  • Employee Health and Welfare

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Advisory Services offered through CG Advisory Services, an SEC Registered Investment Adviser. Securities offered through Geneos Wealth Management Inc. Member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training.

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You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, Form ADV Part 2A Appendix 1, 2B, and Part 3/Form CRS of the UMA Manager and the Executing SMA Managers, which include additional and more detailed risk disclosure about their investment strategies and is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/. Please note that Part 2B containing information specific to individual investment adviser representative is only available by contacting the adviser directly.

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Information provided on this website is for informational purposes only and is not intended to offer specific personalized investment, financial planning, tax, or accounting advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation.

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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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Follow these timeless investment principles to maximize your effort.