Building A Relationship
Based On Your Goals
As an individual, your financial aspirations are unique to you.
As life progresses, the intricacies of your financial landscape deepen.
That’s why it’s crucial to have a reliable ally who can support you every step of the way.
Building A Relationship
Based On Your Goals
As an individual, your financial aspirations are unique to you.
As life progresses, the intricacies of your financial landscape deepen.
That’s why it’s crucial to have a reliable ally who can support you every step of the way.
We Give Your Life’s Work The Individual Attention It Deserves
CONNECT
We have experienced wealth planners across the country. We are fiduciaries, so when it comes to investment advice, we only act in your best interests. Answer a few short questions and we’ll follow up with a time to meet a planner near you in person, virtually or by phone.
MEET
Your planner will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you.
PLAN
We build a personalized plan that takes into account your entire financial life to give you the best opportunity to reach your goals. Your planner has access to a team of experts in everything from investments and taxes to estate planning and insurance. And as your situation evolves, so too will your plan.
Transitioning from income from employment to self-directed income can seem overwhelming. When you keep your accumulation tools, like a pie-chart, and try and use them for distribution, it can easily feel like a guessing game. You’ve probably been using an accumulation strategy your whole life… doesn’t it make sense that once you retire and the flow of money changes, the rules of investing change?
At Decker Retirement Planning, we understand the headache of the guessing game that a pie chart brings. That is why we developed A Safer Distribution Plan™. With these proprietary algorithms, we can mathematically show you how much you can spend each year, down to the month, net of tax, for as long as you live. We also include a cost-of-living-adjustment so you can keep up with inflation.
Many come in, run the numbers, and find out that they can retiree years earlier than expected and receive more money! Don’t waste time by waiting for this critical information. Don’t guess your way through retirement. Come in for a no-cost visit, let us run your numbers, and show you what A Safer Distribution Plan™ can do for you!
We Give Your Life’s Work The Individual Attention It Deserves
CONNECT
We have experienced wealth planners across the country. We are fiduciaries, so when it comes to investment advice, we only act in your best interests. Answer a few short questions and we’ll follow up with a time to meet a planner near you in person, virtually or by phone.
MEET
Your planner will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you.
PLAN
We build a personalized plan that takes into account your entire financial life to give you the best opportunity to reach your goals. Your planner has access to a team of experts in everything from investments and taxes to estate planning and insurance. And as your situation evolves, so too will your plan.
Transitioning from income from employment to self-directed income can seem overwhelming. When you keep your accumulation tools, like a pie-chart, and try and use them for distribution, it can easily feel like a guessing game. You’ve probably been using an accumulation strategy your whole life… doesn’t it make sense that once you retire and the flow of money changes, the rules of investing change?
At Decker Retirement Planning, we understand the headache of the guessing game that a pie chart brings. That is why we developed A Safer Distribution Plan™. With these proprietary algorithms, we can mathematically show you how much you can spend each year, down to the month, net of tax, for as long as you live. We also include a cost-of-living-adjustment so you can keep up with inflation.
Many come in, run the numbers, and find out that they can retiree years earlier than expected and receive more money! Don’t waste time by waiting for this critical information. Don’t guess your way through retirement. Come in for a no-cost visit, let us run your numbers, and show you what A Safer Distribution Plan™ can do for you!
Being Prepared For Risk at Every Turn
Modeling both risk and return potential takes more than a one-size-fits-all approach. That’s why we analyze thousands of possible securities combinations to build customized investment strategies for each client, taking into consideration time horizon, goals, preferences for risk and available investment funds.
Being Prepared For Risk at Every Turn
Modeling both risk and return potential takes more than a one-size-fits-all approach. That’s why we analyze thousands of possible securities combinations to build customized investment strategies for each client, taking into consideration time horizon, goals, preferences for risk and available investment funds.
THE RIGHT EXPERTISE.
AT THE RIGHT TIME.
When your finances get more complex, you need specialized advice. From tax planning to estate planning, our in-house experts can provide an extra layer of insight and resources to you and your wealth planner. Whether you’re making a plan for your personal financial goals or strengthening your legacy, be certain you’re tapping into the knowledge that comes with a specialized planning team.
THE RIGHT EXPERTISE.
AT THE RIGHT TIME.
When your finances get more complex, you need specialized advice. From tax planning to estate planning, our in-house experts can provide an extra layer of insight and resources to you and your wealth planner. Whether you’re making a plan for your personal financial goals or strengthening your legacy, be certain you’re tapping into the knowledge that comes with a specialized planning team.