How We Are Different

How We Are Different

Our focus is to work exclusively with clients who want assistance with retirement planning. This is a critical distinction for those who are seeking such aid and why Nick Sloane is not just a financial planner, but is specifically a Certified Retirement Counselor.

We will be of help if you are nearing the transition from the “accumulation” stage of life or are already retired to better succeed in the “distribution” phase.

When people are younger, they are still working and saving, so their income is derived from their human capital. In or near retirement, you now have to plan to use your accumulated savings or money capital to support your lifestyle.

Many consumers and their advisors address problems largely from an accumulation perspective and do not appreciate how important the differences are between these stages of life. Proper retirement planning may require a whole new way of looking at your money.

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