Who We Are
You have a plan for just about everything – where you’re getting dinner, when to have your car serviced, and what time you need to leave to take the kids to soccer practice. But do you have a plan in place for your retirement?
At Engage Retirement, we believe in helping individuals and families take an active role in their retirement plan. Whether you are just beginning to accumulate assets or are living in retirement, we can help you plan for your goals and develop risk-focused strategies to help you maximize your assets during your retirement years. Retirement is one of the most exciting and monumental life transitions, and we want to make sure you have all the pieces in place to build your retirement puzzle.
When we build plans for our clients, we don’t just focus on the numbers. We focus on your goals, aspirations, and what matters most to you. Retirement is a time to enjoy the ones you love, do things you’ve always dreamed of, and make the most of your Golden Years. Let us help you get there.
OUR PROCESS
At Engage Retirement, we’ve developed a comprehensive three-step process to ensure that client’s goals are met, both in the short and long-term.
EXPLORE
First, we explore all aspects of your current financial situation to outline your main goals and priorities. We enjoy educating our clients on their options and they know that when we make recommendations, we have carefully considered all options and serve as their fiduciary and advocate.
Our main objective is to alleviate the stress that comes with retirement planning and to create a plan that fits your unique situation. We explore all aspects of your financial state and create a plan that aligns with your values, priorities, circumstances and aspirations. Life is unpredictable and every decision you make today will have an impact on your financial future tomorrow.
We want to ensure that we have established clarity in your plan today with enough flexibility to address the unpredictability of tomorrow.
ENVISION
With that information, we can then assist you in creating a clear picture of what you envision for your retirement future.
We bring in a new meaning to financial planning by getting to know you on a deeper level, and by helping you paint a clear picture of what you envision for your retirement journey. We believe in the saying, “what you don’t know CAN hurt you!” It’s crucial that you know all your options. Our commitment is to take your future goals and create a plan with clarity that is captivating, fulfilling and inspiring.
EMPOWER
Finally, we will continue to empower you throughout your retirement journey, to monitor your progress and to make certain that you are on the right track.
With new awareness and knowledge, it’s time to feel a sense of empowerment to take control of your retirement future. We understand that life can lead you to unforeseen challenges, focuses can shift, and priorities can change over time. That’s why our continued commitment is to guide you through these changes and to keep you motivated throughout your journey.