Retirement planning isn’t just about replacing your income. It’s about imagining what the next third of life could look like, and helping you plan to have the resources you will need for this life. Work can give significant purpose for our life, so retirement can be a process of moving to a new purpose or set of purposes. If your goals include keeping God at the center of retirement planning, this can provide important guidance and reassurance.

Stewardship-based retirement planning often begins with gratitude for the gifts we have been given by a loving and generous God. It can take careful planning to responsibly use those gifts.

Through retirement planning, we hope to give you the time and means to fulfill the additional purposes that you are led to, often through prayer.

This conversation and planning process can begin years before you actually retire, and is a common reason that people use financial advisors. This process can involve Social Security planning, Medicare planning, long term care planning, estate planning, philanthropy planning, and more.