Retirement coaching services

That's a fairly common theme for many pre-retirees. But planning a trip to London seems simple compared to planning for retirement. Passports, airline tickets, packing, choosing hotels, planning which sights to see...they're all important to a successful trip. But so are defining your retirement lifestyle, identifying your life purpose, deciding on whether to work after retirement, deciphering insurance coverage, and a host of other retirement issues.

A solution? Retirement coaching.

Retirement Synergy is a retirement coaching service that helps individuals discover and build a complete plan for retirement.

Retirement planning is more than just financial planning, more than signing up for Social Security or choosing a retirement date. At Retirement Synergy we focus on the important non-financial aspects of retirement planning.

Retirement Synergy provides completely independent, fee-only services. We work exclusively for our clients—we do not sell any financial or insurance product, nor do we "push" favored solutions except those that directly serve the interests of our clients.