Secure Your Future with Tailored Retirement Planning Strategies
Who is Retirement Planning For?
For decades, you’ve worked, saved, and sacrificed to provide your family with financial security and independence. Now, as you consider retiring or have recently taken that step, the thought of letting go of a steady paycheck may feel daunting. At Apogee, our holistic retirement planning process is designed to simplify the complexities of this transition, ensuring your financial security remains steadfast.
Whether you’re approaching retirement or already retired, our personalized plans provide peace of mind, empowering you to enjoy this new chapter of life. From ensuring your savings last, to safeguarding your future — we’re here to help you thrive in retirement with confidence and clarity.
Why Consider Retirement Planning?
Ensure a steady income stream throughout your retirement years.
Protect your savings from inflation, market volatility, and unexpected expenses.
Optimize your Social Security and pension benefits to maximize impact
Why Start Now?
Only 50% of Americans
Only 50% of Americans state they have calculated how much they need to be saved for retirement. 1
Only Half of Working Households
Only half of working households ages 55-64 have any 401(k)/IRA 2 saving
Only 42% of pre-retirees
Only 42% of pre-retirees feel confident they have enough saved to maintain their lifestyle3
Incorporating Tax Mitigation
Incorporating tax mitigation into your retirement planning may significantly reduce your lifetime tax burden
1 EBRI 2024 Retirement Confidence Survey (https://www.ebri.org/docs/default-source/rcs/2024-rcs/2024-rcs-release-report.pdf)
2 CRR @ Boston College, “Do We Have a Retirement Crisis?” https://crr.bc.edu/do-we-have-a-retirement-crisis/
3 Fidelity’s Retirement Savings Assessment Fidelity Retirement Score Tool
The Apogee Difference
As your financial team captain, we assess every aspect of your financial world—savings, taxes, investments, and estate planning—to craft a unified, complete retirement strategy that aligns with your vision.
Every plan we create is designed around your unique goals and circumstances. We lead and coordinate the details so you have a clear, custom roadmap to a secure retirement.
With Apogee’s dedicated team guiding each step, you can trust that every decision reflects your best interests and long-term goals, helping you navigate retirement with confidence and clarity.
Secure your Retirement Today.
Schedule a consultation to build a retirement plan that works for you.