Plan Your Retirement Journey – Will Your Money Last?

What Retirement Planning Really Means

Retirement planning is more than saving money; it’s about creating a plan that ensures your lifestyle can continue long after you stop working. As a retirement planner in Springfield, we help clients build sustainable income streams, manage healthcare costs, and choose the appropriate time to start Social Security.

A Proven Retirement Planning Process

Our approach begins with discovery—understanding your lifestyle goals and financial picture. From there, we determine your number, the amount of income required to maintain your retirement.

We prepare for longevity, projecting 30 years or more of retirement, and design investment and withdrawal strategies that adapt to changing markets. Stress-testing works to ensure your plan can weather volatility and rising costs. Once implemented, we monitor and adjust as needed, acting as your captain throughout the journey.

Common Retirement Pitfalls

Many retirees fall short because they underestimate inflation, react emotionally to markets, or fail to plan for healthcare expenses. At Schuler Financial Group, we’ve seen these challenges play out over decades. Our experience allows us to create strategies that keep your plan strong even when conditions shift.

Education Comes First

Before becoming a client, every individual or couple attends one of our free retirement seminars. These sessions cover essential topics such as calculating your retirement number, planning for inflation, and avoiding costly mistakes. As a thank-you, attendees receive a $50 dining gift card.