retirement planning in wealth management
“Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of the others.” Philippians 2:3-4
RETIREMENT IN THE BIBLE
Retire appears only once in the Bible in Numbers 8:23-26, but it is a wonderful message about mentorship and helping others from all of the experience one has gained. We believe retirement planning is not about quitting, but starting another life that for the Christian revolves around helping and serving others. This includes volunteering to help their church, mission work, and helping outside non profit organizations like Habitat for Humanity, a food bank, a crisis center, plus mentoring the following generations like their grandchildren.
ENJOYING RETIREMENT
Retirement is also about enjoying those things that you didn’t have time for while working like traveling the world and enjoying outdoor activities.
retirement planning in wealth management
“Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of the others.” Philippians 2:3-4
RETIREMENT IN THE BIBLE
Retire appears only once in the Bible in Numbers 8:23-26, but it is a wonderful message about mentorship and helping others from all of the experience one has gained. We believe retirement planning is not about quitting, but starting another life that for the Christian revolves around helping and serving others. This includes volunteering to help their church, mission work, and helping outside non profit organizations like Habitat for Humanity, a food bank, a crisis center, plus mentoring the following generations like their grandchildren.
ENJOYING RETIREMENT

Retirement is also about enjoying those things that you didn’t have time for while working like traveling the world and enjoying outdoor activities.

  1. Retirement accumulation
  2. Retirement income for life
  3. Leaving a legacy to those we care about after we are gone

We would love to get a thorough understanding of your goals for your retirement future. After we have spoken with you more about your dreams, wants, and needs, CIS Wealth will take a look at your current financial situation in order to better form a plan to help you accomplish your retirement goals. Once your retirement plan is in place, we will meet with you regularly to keep you as on track as possible or make adjustments.

What are your goals for the future? It is important to determine what exactly it is that you want to accomplish and its purpose. Next, we look at the now. What have you prepared at this exact moment for future retirement. Do you feel prepared? Are all of your financial assets in their proper places?

After taking a look at your goals and current situation, it is time to analyze the resources that you have in place for retirement in order to develop a sound plan for the future to give you the best possible chance of successfully fulfilling your retirement goals. Now, we can begin to implement your personal retirement plan and begin putting it into action! We will analyze this plan annually, at the minimum, and make adjustments as needed to aid you in reaching your retirement goals!