Retire Abundantly
Our Retire Abundantly Process is a proprietary approach designed for successful business owners, professionals, and retirees who want to protect their wealth, grow their assets, and leave a lasting legacy. By following this structured process, clients gain freedom, peace of mind, and the ability to make a greater impact on family, friends, and causes they care about.
Helping Business Owners, Retirees and Executives
Our Retire Abundantly Plan will consider your individual situation and identify the roadblocks you are facing. We develop a number of solutions allowing you to reach tyour goals without any surprises and avoid any unwanted side-effects. We continually work with you to update, change direction and continually choose the right path forward.
The Retire Abundantly Process:
Preserve – Protecting Your Wealth Today
Objective: Ensure your current assets are properly managed and optimized for retirement.
Begin with a comprehensive assessment of your retirement investments.
Implement strategies to reduce tax burden and minimize investment volatility.
Maintain ongoing monitoring to ensure your assets are positioned for long-term stability.
Protect – Safeguarding Your Future
Objective: Shield your wealth, yourself, and your family from unexpected risks.
Analyze potential risks and vulnerabilities in your financial plan.
Design tailored insurance, risk management, and contingency strategies.
Preserve your vision for the future while protecting your family today.
Pass on – Creating a Lasting Legacy
Objective: Transfer wealth and values efficiently to the next generation.
Establish a strategic estate and succession plan.
Align your corporate and personal assets with your long-term legacy goals.
Ensure your wealth benefits your family, causes, and communities in accordance with your values.
Legacy Planning
1. Discover
We begin by understanding your current financial landscape in real time. This includes a deep dive into your personal and corporate goals, priorities, and potential pitfalls—both known and hidden. Think of this as your financial snapshot, giving us clarity to plan effectively.
2. Define
Next, we envision your future. What milestones matter most? What legacy do you wish to leave behind? At SJB Wealth Management legacy isn’t just about assets—it’s about values, purpose, and the impact you want to have for generations to come.
3. Design
With your goals in focus, we craft a comprehensive, tailored strategy for your family’s financial well-being. This plan integrates tax strategy, retirement planning, investment management, insurance design, and estate planning into one cohesive roadmap.
4. Activate
OOnce the plan is ready, we meet in person to present, refine, and finalize your Retire Abundantly™ strategy. Together, we align every element so you can confidently move forward on your financial journey.
5. Evolve
Life changes, and so should your plan. Through ongoing monitoring and regular reviews, we ensure your Retire Abundantly™ plan adapts with you, keeping you on track to achieve your evolving goals and desired outcomes.
Retire Abundantly - SJB Wealth
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Tax Planning
Tax planning involves making informed financial decisions to minimize tax liability, utilizing deductions, credits, and investment strategies.
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Financial Planning
Create a roadmap to manage finances and achieve long-term goals through analysis, identification, and planning.
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Retirement Planning
Develop a comprehensive retirement plan by setting evaluating your current financial position, consistently saving and investing prudently.
Let’s Connect
Wanting to learn more about our processes and how you can retire abundantly?