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Our ideal clients are retirees (or those retiring within 12 months) who require help designing a plan to turn their retirement assets into income and understand all the retirement issues they may face.

Retirement Matters best serves clients who want to devote time to understanding how best to thrive in retirement, both emotionally and financially. This is typically an individual 12 months or less away from retirement or already retired, have a household income of over $200,000, and, if working, be consistently saving to increase their net worth. 

Typical retiree clients have over $1,000,000 in investable assets that is managed by Retirement Matters. A typical client will be excited about planning their next steps, looking forward to receiving financial guidance and implementing suggestions, and have saved diligently throughout their career. 

We might be a good fit to work together if:

  • You understand that you need assistance managing your finances and need the guidance of a professional.
  • You want to transfer the burden of managing your finances to someone else so you can enjoy more time pursuing the things you enjoy.
  • You are prepared to devote the time needed to having an impactful conversation about your financial life

Our typical client is over the age of 55.