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Retirement Planning

Client Centered

You have vision on how retirement will look for you, and we want to help you achieve that. At Greenstone Financial we will develop a financial strategy focused on what is important to you. We look at all aspects of your financial life. We work with you listening to your goals, aspirations, and dreams and come up with a coordinated approach that is meant to simplify the process.  

We will partner with you to create a comprehensive retirement plan including: 

  • Retirement timing 

  • Cash flow and income analysis and what are your income needs to cover the basics and your vision for your lifestyle during your retirement. 

  • Work alongside you to provide support and resources for creating a portfolio designed to align with your tolerance for risk and time frame for reaching goals.  

Once we have clearly looked at these areas, we then can guide you in understanding what you need to be saving to reach those goalsIf you have saved in IRAs, Roth IRAs, 401k, or other retirement plans we will look at that as well as taking into consideration Social Security, Medicare, and long-term healthcare costs.   

We will continue to reevaluate your goals to see if anything has changed. Reviewing where you are today compared to where your goals are for the futureAs your retirement gets closer, we will become more detailed in the planning process.   

If you are interested in talking about your retirement, please reach out to us by calling  414.533.5353 or by e-mail at 

Additonal Resources

Download: 8 Timeless Principles of Investing