YOUR RETIREMENT ROADMAP

Get your free personal financial roadmap! Make the most of your   retirement income,   lower taxes,   customize investments for your needs and   enjoy the journey!

Retirement Roadmap from Andrew Hatherley on Vimeo. 

Schedule Complimentary Call 

 

We are money and life planning experts. We do our best work with:

Aged 50+

With investments (excluding real estate) over $400k.

Divorced

Going through or emerging from later life divorce.

Re-thinking Retirement

Exploring options for a meaningful life after 50.

 

 

The Retirement Roadmap Process

Step 1 - Complimentary Intro Meeting (20-min)

In addition to a friendly conversation, we will use this meeting to ensure your situation matches our expertise.
We will also clearly explain our service model + answer ALL of your questions. No decisions are required at this meeting.

Step 2 - Discovery Meeting (60-min)

One week prior, we will collect key information and documents needed for our analysis.
During the meeting, we will verify all data collected is accurate, ask important questions, and get clear on what a meaningful retirement after 50 looks like to you.

Step 3 – Plan Delivery Meeting (60-min)

In this 60-min meeting, we will present your custom Retirement Roadmap.
The plan includes our findings + action steps for lowering your tax bill, optimizing investments, and maximizing retirement income.

FINAL STEP: Consider Working with Transcend Retirement

With your plan complete, you’ll have two options: 1) Implement on your own; or 2) Hire us to do the heavy lifting for you!

FAQ

  • Why should I consider hiring you?

    Great question! But first, let us explain why you shouldn’t hire us.

    If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.

    But if you’re interested in things like lowering your tax bill, investing smarter, and creating a reliable income stream in retirement, you’re in the right place.

  • How are you different than other financial advisors?

    There are three really important things about our firm that separate us from others:

    1. We specialize in working with people planning for retirement and/or emerging from divorce after 50. We are retirement specialists focused helping you build the financial foundation for a meaningful second act.
    2. We don’t work with everyone! We think we are nice people. We want to work with nice people!
    3. Money is important. But it’s not the only thing. We see money as an important tool providing the security to allow us to lead a life rich in human relationships and the 3 Gs: gratitude, generosity and growth.

  • How does your firm make money?

    We are a commission-free (a.k.a. fee-only) retirement planning firm. Our fees depend on your needs and complexity and are a transparent line item.

    One transparent fee includes the management of all your investment accounts + ongoing retirement and tax planning. Our goal is to lower your taxes, invest smarter, and create reliable income in retirement.

    Scheduling your first call with us and going through our Free Retirement Roadmap process will help you make an informed decision about working with our firm and others you may be considering.

  • Can you meet virtually and work with people in other states?

    Of course! While many of our clients are in Nevada we work with individuals aged 50+ across the United States.

    Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom.

    Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.