Retirement
Generating Income For A Sustainable Retirement
Retirement Income Services in Dublin, Ohio
Are You Living the Retirement You Planned For?
Whether you’re 5,10, or 20 years into retirement, it’s important to continue the planning process so that you can make the most of your accumulated assets. Are you ready to “go-go-go?” or are you looking to take life a little slower so that you can smell the roses?
Planning for Today,Tomorrow, & Beyond
No matter where you are on the retirement journey, our team will craft a sustainable distribution plan that seeks to maximize your income, meet your needs for today, and save what is needed for the future. We separate retirement into four distinct stages
Go-go
Slow-go
No-go
Gone
Go-go
Planning for Active Retirement
If you’re nearing retirement or recently retired, you likely have big plans and ideas ahead of you, such as:
- Travel to far-off places
- Investing in a new hobby
- Indulging in your newfound freedom
When planning for this stage, we learn about your specific goals and ensure that your income stream will fund them, while also preserving a portion of your nest egg for later retirement expenses.
Slow-go
Planning for a Slower Pace
After a few years of retirement, you’ve checked off a lot of your bucket list items and may be ready for a slower pace. You might have renewed interest in:
- Re-investing in your home
- Visiting and doting on kids and grandkids
- Continuing to enjoy comforts that are close to home
We proactively plan for this gentle slow-down so you can “kick back” with confidence. In your annual reviews, we’ll continue to discuss what’s on the horizon so your financial independence is preserved.
No-go
Planning for the Twilight Years
After many years of retirement, it’s common to reflect on the joys, hardships, and accomplishments of life. Thoughts often turn to the legacy you want to leave behind. Our comprehensive planning process covers delicate topics such as:
- Your estate and will
- Inheritances and charitable donations
- Long-term care and medical expenses
Intentional conversations about your wishes take place well in advance, so you can focus enjoying your twilight years knowing your needs will be met.
Gone
Planning for the Next Generation
After you’re gone, your legacy will be remembered and your wishes will be carried out by the next generation. We’ll be here to help them plan and honor you in the way that you wish.
Working with Step Up Wealth Management, LLC is a long-term partnership. After your plan is created, we provide:
Portfolio Monitoring
Your investment portfolio and financial recommendations are rebalanced and updated as needed.
Plan Evolution
As life, the markets, and your circumstances evolve, your plan should evolve with it.
Meeting Flexibility
You choose how often you want to meet with us – quarterly, semi-annually, or annually.
Knowledgeable Referrals
Need a CPA or estate planning attorney? Let us provide a referral to a trusted partner.
Access & Availability
We are only a call away and ready to discuss your finances when you need it.
Ongoing Education
Many of our clients benefit from attending our educational seminars and events.