How much can I spend safely?
We help you determine when you can retire and how much can you spend without outliving assets.
A Financial Planner for
Wealth management for
dedicated savers close to retirement.
Replace your paycheck
Minimize your taxes
Invest smarter
Don’t let uncertainty ruin your retirement
You’ve worked hard for your retirement.
You deserve to make a confident, secure transition from a life dependent on a paycheck to a life of financial freedom.
A financial planner to help you to fully enjoy your retirement!
Dependable Advice
- Certified Financial Planner™
- Registered Life Planner®
- Over 20 years of experience
Fee-Only Fiduciary
- We act 100% in your best interest
- No commissions or hidden fees
- No conflicts of interest
Retirement Experts
- We work with prospective and current retirees
- Retirement tax-planning specialists
- Comprehensive wealth management
3 steps to retire when and how you want
Ask the right questions, get the right answers.
Create a plan for a comfortable, confident retirement.
Implement your financial plan and enjoy your rich, fulfilling life.
Which of these true-to-life case studies best fits your situation?
Link to: Case Study – Early Retirement
Early Retirement
Peter and Laura
Ages:
60 & 58
Goals
- Retire early Minimize taxes
- Move to dream destination
- Take yearly vacation with kids & grandkids
Challenges
- 5 different pension plans + social security
- Large cash savings not making interest
- How to calculate if they have enough money saved
Link to: Case Study – Five Years From Retirement
5 Years From Retirement
Gary and Vivian
Ages:
58 & 50
Goals
- Take 3 trips abroad yearly
- Grow classic car collection
- Remodel current home
- Create tax-efficient inheritance plan
Challenges
- Busy careers
- How to take advantage of executive benefits package
- Different investment risk tolerance
- 4 children from previous marriage
Link to: Case Study – Recently Retired
Recently Retired
Dennis and Ann
Ages:
66 & 62
Goals
- Move from California to Georgia to be with family
- Help with grandkids’ college funds
- Free up money to travel
- Volunteer and donate to charities
Challenges
- New home budget
- How much can they spend safely
- Needed social security strategy
- Decide on pension options
What‘s at Stake if You Don’t Make Sure You’re Secure?
As a dedicated saver, you deserve to spend your retirement doing what you’ve dreamed of.
You keep working much longer than you have to or want to.
You retire but you’re afraid to spend money and constantly worry about not having enough.
Make sure your retirement is secure.
Talk to Satori.
- Retirement planning
- Tax planning
- Income planning
- Investment Management
- Insurance planning
- Wealth transfer planning
FREE DOWNLOAD!
How will you generate income without a paycheck?
2022 Retirement Planning Toolkit
As seen in
Meet Danny Michael CFP® RLP® MSBA
Founder, CEO
Retirement requires making decisions that will impact my clients for the rest of their lives.
So the first thing I do is help them define for themselves what a fulfilling, deeply satisfying retirement looks like. Once they have complete clarity on what they want, I put my comprehensive knowledge and experience in finance and tax planning to work on getting that for them.
It’s also important that my clients know I have no hidden agendas. As a Certified Financial Planner™ and Registered Life Planner® , I provide completely transparent financial advice and my team acts 100% in our client’s best interests. Working with a fee-only financial planner means we don’t make commissions by selling financial products or charging hidden fees.
For 20 years, I’ve led clients through the maze that is retirement planning and I love knowing that they’re fully enjoying this phase of their lives and not worrying whether or not their financial resources can support their most fulfilling retirement.
There’s nothing worse than realizing after you retire that your financial plan was incomplete. Let’s work together so that you can enjoy the comfortable, confident retirement you’ve earned.
