Late-Stage Retirement Planning

We offer strategies built for this unique chapter of life.

Retirement for some does not begin at the age of 65. The reasons can be endless, but for those who retire later in life, they fall into a category called late-stage retirees.

The needs and planning strategies of a late-stage retiree are different than someone who does decide to retire earlier. Strategies and discussions involve tighter risk management, long-term care insurance, accessibility to cash, financial products with lower risk, estate planning and legacy planning.

The financial advisors at Pinnacle First Financial are highly experienced and work daily with clients who proudly call themselves late-stage retirees.