Plan your Retirement
Building your
Secure Future
Retirement planning services focus on building and managing a sustainable income stream for retirement. Planners assess clients’ current assets, future needs, and various income streams to build a personalized plan to fits your desired lifestyle.
Retirement Income Planning
Fee-based financial planners develop strategies to ensure a reliable income stream during retirement, considering factors like pensions, Social Security, and personal savings to create a sustainable financial plan.
Tax Efficient Portfolio Distributions
Advisors implement tax-efficient distribution strategies to minimize taxes on retirement withdrawals, balancing withdrawals from various accounts to optimize after-tax income and extend the longevity of retirement savings.
Extended Healthcare
Planners assess and prepare for potential healthcare costs in retirement, including long-term care and medical expenses, ensuring clients have the necessary resources and insurance coverage to manage these future costs.
When can you retire?
Whether your answer is “next year” or “maybe 10 to 20 years” depends on what you want your retirement to look like. You might be surprised at how soon you can begin to reap the rewards of your hard work. Our advisors can help you see what’s possible, and when.
Whether your answer is “next year” or “maybe 10 to 20 years” depends on what you want your retirement to look like. You might be surprised at how soon you can begin to reap the rewards of your hard work. Our advisors can help you see what’s possible, and when.
Discover the power to live as you want while continuing to be financially responsible.
Enjoy the fruits of your labor with confidence
Savor the rewards of your hard work with assurance. Trust that your efforts have paid off and embrace the satisfaction of your achievements with pride and confidence.
How do you get there?
Once you have a vision, you’ll need financial planning from experienced advisors who use evidence-based tools to design and manage your retirement. A complete plan includes life insurance, estate planning, strategies for tax-efficient investing, long-term healthcare needs, education funding, and consideration of other relevant financial planning services and products.
Your plan should account for complicated financial situations, changing tax laws, market fluctuation, and unpredictable healthcare costs. As concerns arise, reach out to your advisor at Estia Focused Financial so we can help you protect your vision.
Most importantly, your plan must be adaptable. A long-term relationship with the right financial advisor will enable you to adjust the plan as marriages, divorces, births, and deaths affect your investments, insurance needs, and taxes.
Choose to live with 
independence and security.
Who can get you there?
Choose the team that values your vision.
Estia Focused Financial has the experience and expertise to help guide you to informed decisions in support of your goals. Clients say that our process is more fun than they expected! Let’s help get you to the retirement you envision.
The Estia Focused Financial
Introductory Process
Our goal is to help you make an educated and informed decision about working with Estia. We will give you a taste of what it is like to work with us, providing you with valuable ideas regardless of whether we decide to work together. There will be no paperwork to sign until you have a chance to meet with our team and then sleep on your decision.
Discovery: 15-minute intro call
Explore what it's like to work with Estia through a quick discovery call with a member of our team. We want to understand what you are looking to accomplish and mutually determine if our team is a good fit to help. If so, we will schedule a virtual or in-person meeting.
Analysis: 60-minute meeting
In advance of our first meeting, you have the option to send us detailed financial statements or complete our one-page financial intake form. During our discussion, we will dive deeper into your personal and financial goals. Understanding your Why will help our team deliver personalized ideas and give you a taste of what it is like to work with Estia.
Proposal: 30-minute meeting
We present your options and guide you toward a financial relationship that fits your vision and needs. We will cover the investment of time and money to work with our team.
Sleep On It
We understand the importance of hiring a financial planning team, a relationship built on trust. Talk amongst yourselves and come prepaed with any final questions.
Onboarding
We will welcome you to your financial planning website, review any outstanding information our team will need to build your plan and take care of the paperwork to get started.
Areas We Support You
The genius of a successful financial plan lies in assembling the right team. Maximize your success with a professional financial planner who can provide guidance on investment opportunities, cash flow management, realistic goal setting, and risk management. Products and tax laws are always changing—having a knowledgeable financial advisor on call means you never miss an opportunity.
