We believe there are distinct phases of retirement that generally apply to most of our clients. Pre-Retirement (age 55-64), Active Retirement (age 65-74), Stable Retirement (age 75-84) and Secure Retirement (age 85+). Certainly, these phases are not set in stone, as some individuals make transitions at different intervals than others.
The intent of this roadmap is to define and organize the key transitional events and lifestyle changes that older adults and their families will likely encounter.
Retirement today can be a complex process, but it doesn’t have to be this way. Beyond our wealth management services, the Hatch PlanSM incorporates advance planning for the important health, family and lifestyle decisions that inevitably arise in retirement. We provide ongoing support for both anticipated milestones as well as the potential “unknowns” life throws at us.
Success is grounded in employing thorough longevity planning which entails identifying and adapting to the potential risks and opportunities in your retirement years. In essence, the Hatch Plan is as much about contingency planning as it is about keeping you on track with your stated goals and objectives.
Contact Us:
1650 Borel Place, Suite 227
San Mateo, CA 94402
T-650.573.9960
F-650.573.9930
info@hatchplan.com
for Bird’s Eye View, our newsletter on longevity issues.
