Reimagine Your Retirement
A successful retirement is about more than the mountain of assets you accumulate. Once you’ve reached the summit, you also need to safely draw down those assets, so they don’t run out — endangering your retirement lifestyle. At Alpine Wealth Partners, we serve as your retirement sherpas, helping you up the mountain and safely down the other side. Our Retirement Anchor planning process is designed to get you to and through retirement, ensuring your money lasts as long as you need it to.
1Approach
Before we get to the technical part of your retirement climb, we’ll sit down to discuss your ideal retirement, where you’re at now and where you need to be.
2Ascent
At the beginning of our climb, we’ll analyze your current portfolio, assess your risk tolerance and discuss how to address any potential problems.
3Anchor
Just as a mountain climber uses an anchor for safety, we’ll develop a conservative, protection-based strategy customized to your unique situation and goals.
4Descent
We’ll continue to monitor and review your strategy, making adjustments based on your life’s changing landscape and needs.