Save enough, retire around sixty-five, and the rest took care of itself. Almost none of that describes a household today. The pension is gone. The paycheck now has to be built by hand, every month, for thirty years. Medicare reaches two years back into your tax return and sets your premium from it. And most of what you own will never pass through your will at all.
Turning savings into income you cannot outlive, so there is always a check coming next month.
The years before required withdrawals are the best you will ever have to control the bill. Most people leave them empty.
Beneficiary forms and account registrations move the money, not the will. We check every one.
Our team does not hand you a binder and a to-do list. We build the plan with you, decide the six things that actually run a retirement, and set it so it does not have to be re-decided every year. That is what takes the worry out.
It is yours free. Every rule comes with the real number, the deadline, and the move to make.
A no-cost, no-obligation Plan of a Lifetime session with our team. Bring your questions.
We build it with you and set it so there is always a check next month — and you stop worrying about spending.
For more than thirty years, Coach Pete has helped families near retirement turn their savings into income they cannot outlive, with straight answers and no pressure. He is a retirement and tax strategist and the host of The Financial Safari® radio and television program.
His message has not changed in three decades. Certainty, not probability. Plan once, and plan for life.
Yes. The Plan of a Lifetime session is no cost and no obligation. You bring your questions, we bring straight answers, and you decide what to do next. There is nothing to buy to sit down with us.
We look at where you stand today and walk through the six decisions in the Plan Once, Plan for Life™ system — your income floor, your growth, your tax window, your health decisions, your care plan, and your paperwork. You leave knowing your next step, whether or not you ever work with us.
No. The book is free and the session is free. If we are a fit and you want our help building the plan, we will tell you exactly what that looks like. If we are not the right fit, we will tell you that too.
Then do it yourself — the book is written so you can. The worksheets work the same either way. The point was never to get you into an office. It was to get the answers written down somewhere other than your head.
Get the book free, then sit down with our team and get your plan built — once, for life.