Retirement Planning Chicago

Retirement is a milestone. It’s something you prepare for, something you’re reminded of with every pay stub. And whether retirement for you means traveling, spoiling grandkids, starting a passion project, or a new hobby, you have a vision for your future lifestyle. But in today’s world of changing economic conditions, employer benefits, and new technologies, planning for retirement can feel overwhelming. You may be asking yourself, “How much do I need to retire?” As professionals in retirement planning Chicago trusts with their futures, we are here to help.

Our mission is to ensure you’re prepared and protected no matter what the future brings. Maybe you have a vision but aren’t sure how to get there. Maybe you fear your existing plan won’t leave you with enough money to last through retirement. Or maybe you have no idea where to even start. We’re here to help you figure that out—regardless of what stage you’re at. Together, we’ll map out a plan personalized to your vision for success, so you feel confident and content in what lies ahead.

You put in the work. See how it can start working for you.

When cracking open your retirement nest egg, there is only one chance to do it right. And when it comes to managing it, the stakes are high. How you invest it, draw income from it, structure it and think about it plays a major role in your financial outcome. As you edge closer and closer to retirement, stress from the unknown can become overwhelming. We’re here to make your next steps easy.

The first step? Getting to know you personally. We work with you closely to understand your specific challenges, goals and dreams. Then we walk you through important retirement concepts and strategies to help create your very own retirement roadmap—empowering you with the insights and tools necessary to make decisions confidently and achieve your goals.

Our Growth and Income Bucket Strategy

We bring a powerful new approach to understanding and managing your money designed so you can enjoy an active, fulfilling retirement. So, when you are asking yourself that important question – “How much do I need to retire?” We can give you the answer.

Our bucket strategy is the foundation for generating a predictable and sustainable income stream for you and your family for many years to come.

Designed to:

  • Keep pace with inflation
  • Protect your gains through retirement
  • Ensure your money not only lasts but grows
  • Maximize your income potential
  • Manage the emotional side of investing
Diagram showing growth bucket and income bucket relationship - tool for investment firms chicago

We’re committed to teaching you everything necessary to crack open the perfect nest egg—Sunny Side Up. Learn how fundamental retirement planning concepts shape our bucket strategy. We simplify the concepts with easy-to-understand examples so you can walk into retirement with clarity and confidence.

It all comes down to some simple math.

How much do you really need to retire? It’s a question we get asked a lot. We can help determine if you’re on the right track with a few simple questions.

1. What do you want your retirement to look like?

2. What monetary resources do you need to reach those goals?

3. Do you have them in place already?

4. If not, what will it take to get there?

Let’s find out your financial freedom date.

Birthdays. Anniversaries. Grandkids. We’re with you for the long run.

We help care for your money, but more important, we care about you. We’re readily available to help keep you on track and provide guidance when needed. We call it the Faithful Watch. Your advisor is your partner—guiding you through market fluctuations, economic cycles, tax and estate law changes, as well as changes in your objectives and personal situation. We take our responsibility seriously, faithfully helping you navigate whatever comes your way.

After years of investing in a livelihood, it’s time to focus on life.

Ultimately, retirement is more than an account balance. It’s a lifestyle. The freedom to do what you want, when you want. An opportunity to pursue new goals. Yes, it takes money, but it’s not about the money. We’re here to help guide you to a prosperous and fulfilling retirement.

Here are some helpful resources to make your journey easier.

Get the Book
8 Things I Wish I Knew Before I Retired
Retirement isn’t just about saving money—it’s a journey into triumphing over a life of purpose and passion. Using a down-to-earth approach, this book invites readers into real-life anecdotes that entertain and help shape your ideal retirement future.
Get the Book

View Checklist
Retirement Checklist
Where do you stand on the path to retirement? Let’s define your current financial health and goals.
View Checklist

Complimentary 8 Things I Wish I Knew Before I Retired Book!

8 Things I Wish I Knew Before I Retired bookBRRRRING! AT 6:00 A.M., BOB ROLLS OUT OF BED, turns on the light, and begins the automatic motions of his morning. Bob has been getting up at the same time every day for decades now. His routine has become so ingrained in his body that he doesn’t even have to think. But today is different.

Bob moves through the motions of his morning. He showers and gets dressed. He shakes his cereal into a bowl and pours himself a cup of coffee. He sits down at the breakfast table, and just as he unfolds the front page of the paper, his wife Betty walks into the kitchen and asks, “So, how does it feel, Bob, being just hours away from retirement?” Bob smiles and shrugs. He’s unsure how to describe this combination of emotions, even though he knows that Betty is here to listen. Since she took some time away from work to care for their two kids when they were young, Betty is still five to seven years away from retirement. She’s excited to support Bob in his next chapter.

Bob feels the warmth of accomplishment, of course, but also the chill of trepidation. He’s worked so hard to get tothis point, but he is apprehensive about what will come next. “I’m not sure,” Bob says. “It’s a little bit of everything. I don’t know how to articulate it. It’s overwhelming.” Bob feels a knot rising in his chest. Betty reaches over to squeeze his shoulder.

“You’re not alone, honey. It’ll be all right. And later today, everybody’s coming together to celebrate you.” Today is different. Throughout the day, Bob’s coworkers come by and shake his hand. When he turns over projects, his coworkers seem to make an extra effort to express their thanks for a job well done. As each piece of his professional responsibility gets placed into another’s capable hands, Bob’s stomach tightens, his mind turning to what the coming weeks will bring. How will he fill his days? How will others see him when he’s no longer a full-time working professional?

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