Retirement Planning

At The Advisory Group, retirement planning is about more than just saving — it’s about creating a personalized roadmap designed to align with your goals, lifestyle, and evolving needs. Through our TAG Optimization Process (T.O.P.), we evaluate key areas of your retirement plan to help coordinate and connect to optimize your overall planning.Whether you’re decades away from retirement or preparing to transition soon, we help you make informed decisions at every stage. With regular plan reviews and adjustments, we work with you to help keep your retirement strategy aligned with your long-term financial vision.

Build a personalized approach that factors in income, expenses, and lifestyle.

Creating a Retirement Income Strategy

A structured retirement plan helps ensure income lasts through retirement. TAG helps you develop a financial approach that fits your lifestyle and goals.

Factoring in Lifestyle and Expenses

Retirement planning is more than savings—it’s about sustaining your ideal lifestyle. TAG helps project future expenses and align your plan accordingly.

Adapting to Life’s Uncertainties

Life events and economic shifts can impact your retirement. TAG helps monitor and adjust your plan to stay on track.

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

Retirement Planning

Frequently Asked Questions

What is included in a retirement plan from The Advisory Group?

A retirement plan from The Advisory Group covers much more than savings goals. Through our TAG Optimization Process (T.O.P.), we evaluate income sources, projected expenses, investment strategies, tax efficiency, healthcare costs, and legacy goals. This comprehensive approach helps create a retirement plan that evolves with your life and financial needs.

When should I start planning for retirement?

It’s never too early — or too late — to begin planning for retirement. Whether you’re just starting your career, approaching retirement, or already retired, The Advisory Group helps clients assess where they stand today and what adjustments could support their future goals.

How often should I update my retirement plan?

Retirement plans should be reviewed regularly, particularly when there are changes in income, expenses, market conditions, or personal goals. At The Advisory Group, we review client plans on an ongoing basis to help them stay aligned with life changes and evolving financial goals.

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Let’s Talk About Your Future

Your financial goals deserve a thoughtful approach. Whether you’re planning for retirement, growing wealth, or managing life changes, we’re here to help. Schedule a complimentary consultation and start building a strategy that aligns with your vision.

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Check the background of your financial professional on FINRA’s BrokerCheck

Brian Nauman IA Insurance License No.266151 Bradley Nauman IA Insurance Lic No.19873794. Lucas Dengler IA Insurance License No. 19220122. Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.

The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

Retirement Planning

Creating a Retirement Income Strategy

Factoring in Lifestyle and Expenses

Adapting to Life’s Uncertainties

Life events and economic shifts can impact your retirement. TAG helps monitor and adjust your plan to stay on track.

Birthdays Over 50 Worth Celebrating

Retirement Planning

Frequently Asked Questions

Could Your Tax Bill in Retirement Be Too Big? Find Out in 30 Seconds

Why Diversifying Your Retirement Income Streams Matters

10 Tips to Avoid Boredom in Retirement

Should You Retire at the Same Time as Your Spouse?

Protecting Your Savings: Strategies for Managing Retirement Healthcare Costs

10 Steps to a Happy and Healthy Retirement

Let’s Talk About Your Future

Fresh Insights, Direct to You.

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Could Your Tax Bill in Retirement Be Too Big?
Find Out in 30 Seconds