Lifestyle Income Planning

Lifestyle Income Planning

Helping clients become financially and emotionally prepared for retirement is one of the most important aspects of our work. How much will you need to live the life of your dreams? What will you do with your time? Our integrated retirement planning approach connects your money to your future.

We encourage people to retire to something, not retire from something. Spend time considering what your days and weeks will be like with more time on your hands. What is your passionate purpose? We’ve heard it said that the meaning of life is to live a life of meaning.


As with all of our work, first and foremost is integrating your life goals and aspirations with your financial and life decisions. Establishing your lifestyle goals in retirement planning will dictate how much you will need to save and invest during your working years.


Our goal is for you to create a paycheck for life from your saving and investing years. Spending goals in latter years, time frames, asset allocation strategies, inflation, social security, and pensions are just a few factors needed to craft a Retirement Income Plan that is uniquely yours.


Developing a tax advantaged retirement strategy, whereby the government incentivizes you to save for retirement, is fundamental. Take full advantage of your company plan and supplement with a Traditional or Roth IRA. Balancing life’s demands between current spending and future spending often causes friction. We’ll help you navigate the ever changing rules and landscape to help you construct a plan that’s right for you and your family.


Once retired, Distribution Management becomes the central focus of our Retirement Planning work. Proper distribution management is often more difficult than the accumulation phase. We work to make your retirement funds last as long as you do, grow the funds consistent with your goals and time horizon and minimize taxes along the way. Selecting which account types to draw from, reviewing social security options and managing required minimum distributions are a few examples of the work that lies ahead.


(615) 242-3808

7003 Chadwick Dr. Suite 350 Brentwood, TN 37027

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7003 Chadwick Dr. Suite 350
Brentwood, TN 37027
Phone: 615.242.3808
Fax: 615.242.2627