Retirement is not just a finish line—it's the beginning of a new chapter. Whether you're approaching retirement or already in it, the choices you make today will shape the quality of your life tomorrow. At Sentient Wealth Group, we help you plan for retirement with purpose and clarity.
From transitioning your income strategy to making lifestyle decisions, our retirement planning services are designed to help you enjoy your next chapter on your own terms.
Moving from accumulation to distribution requires more than just numbers—it requires a mindset shift. We help you navigate this transition smoothly, creating a clear roadmap that addresses both the financial and emotional aspects of retirement. You'll know exactly when you can retire and how to make the most of this new phase.
Knowing how much you can safely spend in retirement is crucial for financial confidence. We develop personalized withdrawal strategies that balance your lifestyle desires with longevity planning, ensuring your money works as hard in retirement as you did earning it. Our approach considers market conditions, tax implications, and your unique spending patterns.
Timing matters when it comes to Social Security and pension benefits. We analyze your options to help you make informed decisions about when and how to claim benefits, potentially adding thousands of dollars to your lifetime income. Our strategies consider spousal benefits, survivor needs, and tax efficiency.
Retirement should be about living, not just surviving. We help you design a retirement that reflects your values and dreams—whether that's traveling the world, spending time with grandchildren, or pursuing long-delayed passions. Your plan will support the lifestyle you want while protecting against the unexpected.
We take a personalized, forward-thinking approach to retirement planning. Your plan is tailored to your unique needs and regularly reviewed to adjust for life changes, market conditions, and evolving goals. Retirement isn't static—and your plan shouldn't be either.
Whether you're five years away or already retired, we meet you where you are and help you move forward with a plan that makes sense today—and tomorrow.
Many people spend decades saving for retirement but far less time planning how they'll actually live it. A well-crafted retirement plan helps answer questions like: Will my money last? When should I start Social Security? How can I manage taxes in retirement? What lifestyle can I afford—and sustain?
We help you approach these questions with a clear strategy and a calm mindset, so you can focus on enjoying the life you've worked hard to build.
Because retirement isn't an end—it's just another beginning. And that's why we're here: Planning for What's Next.
