When retirement is in sight, it can feel like you're approaching the summit of a mountain. After all, it took decades of hard work, clocking in and out every weekday, just to reach this point. However, any successful climber will tell you reaching the summit is only half the battle. Without proper guidance and planning, getting back down can be just as challenging.
Brad Barrett, CFP® and the team at One Capital Management take pride in serving as guides capable of navigating retirees and pre-retirees to success on their financial journeys. You've done the legwork accumulating the money required to retire; don't let an avoidable tax planning or Social Security misstep derail your trek. In Retire Right, Brad explains important concepts to keep in mind as you take those final steps toward retirement, and most importantly, how to proceed safely once you get there.
Your path in retirement could diverge in any number of ways, whether it's scaling mountains, relaxing on beaches or simply spending more time with grandkids. No matter your post-career goals, Brad's mission is to alleviate your financial concerns so you can focus on what you enjoy doing most in retirement.
Brad is a managing director and partner with One Capital Management. He advises individuals and families on their personal investment and advanced planning needs. In addition, he oversees the firm's retirement and corporate services practice. Brad is a CERTIFIED FINANCIAL PLANNER™ and is an active member in Kingdom Advisors, a biblically based advisory network.
