Hawaii Retirement Planning | Sage Financial Investments

Are You Retirement Ready?

Description:A Fiduciary on your side. Legally obligated to put our client’s interests first!

Get Retirement Ready and Build a Financial Roadmap

You are looking forward to your retirement! When that day comes, you hope you saved up enough money to cover your expenses plus have some left over for fun! But it can be tricky to come up with a retirement plan to meet your goals.

There always those nagging questions:

How Much Should I Save?

How Can I Create Retirement Income?

When Can I Retire?

What Kind of Lifestyle Can I Afford?

Hawaii Retirement Planners Who Can Give You The Answers

We’re here to help! We can create a comprehensive retirement plan for you, using a holistic financial planning approach. How?

  • We help you identify and prioritize your financial goals in retirement.
  • Then we look for the greatest opportunities to achieve your goals, guiding you through important decisions, before and after retirement.
  • We also identify various risk factors that may impact your retirement plans by reviewing your investment portfolio and analyzing your cash flow situation.
  • We help you with important decisions, like when to apply for social security benefits so you can optimize the amount your receive.
  • Along with this, we identify the optimal distribution strategy to see which accounts to take your retirement income from to minimize taxes and keep more of your money in your pocket.

The Best Retirement Plan is the One You Start Now

Retirement doesn’t just happen. As we’ve seen in years past, while nothing is 100% guaranteed, smart retirement planning is extremely important.

It protects you and your loved ones, while removing many of the financial worries during that time of life.

Contact us today for a free consultation or you can ask us any questions you have. We’re always glad to talk with you.

Get ready to enjoy your retirement by having the right plan in place. 

Create a Financial Blueprint