Retire Abundantly
Once we have completed the Retire Abundantly Assessment, we educate and develop a plan using our signature legacy planning process. The Retire Abundantly Process allows experienced, successful business owners, professionals and retirees mitigate financial risks, grow their money and pass on their wealth tax efficiently. As a result, our clients gain freedom, peace of mind and have a bigger impact on their family, friends and causes they care about.
Helping Business Owners, Retirees and Executives
A plan will consider our individual client's situation and identify the roadblocks they are facing. We develop a number of solutions allowing them to reach their goals without any surprises and avoid any unwanted side-effects. We continually work with them to update, change direction and continually choose the right path forward.
The Retire Abundantly Process:
Preserve – Properly investing your retirement savings is the key to enjoying a stress-free retirement. We take steps to minimize your tax burden and reduce the volatility in the value of your assets.
Protect – You worked hard to build wealth for you and your family… what happens to it when you’re no longer able to manage it? We’ll guide you through strategies focused on protecting your assets, including yourself and your family today while not compromising your vision for the future.
Pass on – Your legacy is bigger than your estate. It’s only natural that you want to establish and nurture a legacy that will last for years or even decades after you’ve gone. We help you plan for the efficient succession and transfer of your corporate and family assets.
Legacy Planning
1. Identify
We walk you through the process to identify where you are financially, “in real time.” During this process we discuss your personal and corporate goals, objectives and pitfalls, that you may or may not be aware of.
2. Define
Once we know your current situation, we look to your future. What goals do you want to achieve? What legacy do you want to leave? A legacy is more than just your estate, it's diving into what values you want to preserve.
3. Create
Our plan will include all the moving parts connected to your family's financial well-being, including tax strategy, retirement planning, investment management, insurance design and estate planning.
4. Launch
Once the path has been outlined and the plan created, we meet in-person to introduce, consider and fine-tune your financial plan.
5. Measure
Over time, we periodically review your Retire Abundantly plan to ensure as your goals and objectives change, we change with you so meet your desired outcomes.
Retire Abundantly - SJB Wealth
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Tax Planning
Tax planning involves making informed financial decisions to minimize tax liability, utilizing deductions, credits, and investment strategies.
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Financial Planning
Create a roadmap to manage finances and achieve long-term goals through analysis, identification, and planning.
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Retirement Planning
Develop a comprehensive retirement plan by setting evaluating your current financial position, consistently saving and investing prudently.
Let’s Connect
Wanting to learn more about our processes and how you can retire abundantly?