Retirement Planning
That Brings Confidence to Your Future

Retirement isn’t just about pursuing a savings goal—it’s about knowing your hard work will support the life you’ve envisioned.

At Corner Post Financial Planning, we help individuals and couples who are within 10 years of retirement—or already retired—create a plan that provides clarity, and confidence.

As CERTIFIED FINANCIAL PLANNER™ professionals, we guide you through the decisions that matter most during this transition—thoughtfully, clearly, and with your long-term well-being in mind.

Retirement Planning vs. Financial Planning

Financial planning covers every aspect of your financial life—from college funding to insurance to estate planning strategies.

Retirement planning is a specialized part of financial planning focused on life after the workforce or after selling a business. Our goal: help you maintain your desired lifestyle for the rest of your life.

Key questions we help answer:

How much can I safely spend each year?
Where should my income come from—and when?
How do taxes impact my retirement income?
How do Social Security and Medicare fit in?
How do I safeguard against longevity, inflation, and market risk?
Can I afford charitable giving or gifts to family?
How do I balance the fear of retiring too soon with the fear of waiting too long?

Our Retirement Planning Process

Assess Retirement Readiness

We review your savings, income sources, spending needs, and timing.

Design Your Income Strategy

We create a plan that coordinates investments, Social Security, pensions, and other assets.

Optimize for Taxes & Risk

We analyze withdrawal strategies, tax planning strategies, and risk exposure with a goal of preserving purchasing power.

Provide Ongoing Guidance

Retirement isn’t static. We monitor and adjust your plan as markets, laws, and life change.

Common Retirement Scenarios We Help Navigate

Transitioning from a paycheck to portfolio income
Deciding when and how to claim Social Security
Retiring before Medicare eligibility
Managing required minimum distributions (RMDs)
Balancing spending today with independence tomorrow
Coordinating retirement income with estate goals
Charitable giving and family gifting

Experience That Goes Beyond Projections

Retirement planning is more than running numbers. Our experience guiding clients through real-life transitions helps us anticipate challenges and trade-offs.

We focus on creating:

A viable income plan
Resilience during market volatility
Flexibility for future needs

Transparent Fees for Retirement Planning

We offer clear, flat-fee pricing for our services:

Hourly Rate: $300
Simple Retirement Plan: $1,200
Includes budget, savings, and investment analysis, risk assessment, and Social Security review.
Comprehensive Financial Plan: $3,000
Builds on the Simple Plan with estate planning strategies, college funding, insurance, benefits, and tax strategies.
Additional time or unique situations billed at hourly rate.

(Note: A Simple Retirement Plan, including annual updates, is included for clients investing $500,000 or more with Corner Post Financial Planning.)

^{Contact Us}Ready to Retire with Confidence?

If retirement is approaching—or already here—schedule a complimentary conversation to see how a personalized plan can help you move forward with clarity and confidence.

Retirement Planning That Brings Confidence to Your Future