• Home
  • Pre-Retirees or Retired
Retirement Planning in Vancouver Washington

For those who are nearing or at retirement, we offer a Comprehensive Retirement Plan and/or Investment Account Management

COMPREHENSIVE RETIREMENT PLAN

People are retiring at younger ages, starting new businesses, traveling more, and all the while living longer. It makes sense to plan for a retirement lifestyle that lasts 30 years or more. 

You likely have several financial planning pieces already in place-you pay taxes, you have some insurance, and you might have done some estate planning or retirement planning. But chances are that each of these pieces was developed independently and at different times in your life.

To be effective, financial planning needs to be coordinated. Each piece of the financial plan needs to accomplish its own specific tasks as well as support the tasks of other pieces. Timepiece Financial Planning is an expert in this area. We’ll look at your entire financial picture and help you fit the pieces together properly.

Our financial plans will help you reach your goals by helping you determine how much you need to save, what types of accounts you should use, and a how much of a spending amount is sustainable in retirement. Our projections adjust for inflation, taxes, and an achievable rate of return.

  • Retirement Income Projections/Planning
  • Social Security Strategies
  • Investment Review and Recommendations
  • Tax Planning
  • Pension Planning
  • Cost: $2500-$3500 depending upon complexity/ Firm quote will be given at complimentary Get-Acquainted meeting
Tim Massie Retirement Planning in Vancouver Washington

Tim Massie, CFP and
Fee-Only Financial Planner
360.687.0244

Retirement Planning in Vancouver Washington

Jay Boekeloo
Fee-Only Financial Planner
and CFP Candidate
360.687.0244

COMMON QUESTIONS WE ANSWER

  • Do I have enough money to retire?
  • Will I run out of money while in retirement?
  • What are topics and other areas that I might not be aware of or that I should know about going into retirement?
  • How should my portfolio look going into retirement compared to when I was saving for retirement?
  • Which pension option should I take?
  • When should I take Social Security?
  • Is my money invested correctly?
  • Do I need long term care insurance? How much does it cost?


Request a free, no-obligation
“Get Acquainted”
meeting to see how we can
get you on track!

Name*

Email*

Phone

Please Answer Anti-Spam Question



Or, you can always call us at 360.687.0244!

Financial Planner in Vancouver