Guiding You Through
Your Retirement Bucket List
Building Long-term Relationships to Help You Get to and Through Retirement.

Take The First Step!

What’s On Your Bucket List?

Family Visits

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Cruises

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Fishing

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Golfing

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Yosemite

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Adventure

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Spend More Time On You

 

Go Places You Always Dreamed Of

 

Enjoy Your Time With Family

 

Visit Old Friends

 

Take An Adventurous Trip

 

Travel Anywhere

 

Make Your Retirement A Vacation

Never have to work again

Retirement Doesn’t Have To Be Confusing…

With all of life’s joys come financial challenges that can be overwhelming at times.

  • How can i lower my risk and increase my returns?
  • How can I organize and simplify my financial life?
  • How can I maximize the top tax savings strategies?
  • How do I maximize Social Security benefits?
  • What are the most cost effective ways to obtain longterm care
  • How soon can I secure and reach retirement?
  • How can I prevent my retirement from being reduced?
  • When and how should I take my pension?
  • When and how should I help my aging parents?
  • How can having my own business save taxes in retirement?

When you don't know what tomorrow will bring, you should be prepared for whateverit does bring.

-Warren Buffett

It's not what you know that will hurt you, as much as what you do know that isn't true.

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In retirement travel, follow the sun, to enjoy the freshest fruits and vegetables.

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Your TV can make you rich, but only if you turn it off, and read a book.

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The purpose of the margin. of safety is to render the forecast unnecessary.

-Benjamin Graham

Problems We Solve

With all of life’s joys come financial challenges that can be overwhelming at times.

Creating your one-page 11×17 “Smarter Retirement Strategies Plan”,
listing all assets, income sources, after tax spendable income and the kid’s inheritance.
Never run out of money
How to create secure retirement income
Managing risk and volatility
Growth to offset inflation so you don’t lose purchasing power
Creating tax advantaged income streams
How to optimize Social Security
Consider retiring sooner rather than later to enjoy better health

How Do I Get Started?

Meet With Your Local Advisor

Darren Petty

Financial Advisor

Retirement Architects

Your Upcoming Educational 30 Minute retirement event

How to Retire Happy

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Join Me!