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OUR SIMPLY PROCESS

At RETIRESIMPLY™, we created the SIMPLY framework as a foundation for effective retirement planning. Each letter represents a critical area to consider when preparing for the future: Shelter Your Money, Income Generation, Medicare & Long-Term Care, Protect Your Legacy, Less to the IRS, and Yearly Strategy Visits. This structure guides our approach, ensuring that all essential aspects of retirement are thoughtfully addressed, so you can retire with confidence and peace of mind.

S

SHELTER MONEY

A portion of your money must be sheltered from the market going down

I

INCOME GENERATION

How much do you want to spend in retirement?
Income is the outcome.

M

MEDICARE &
LONG-TERM CARE

You must have a plan for your care. It's the responsible thing to do to ensure you are not a burden to your loved ones.

P

PROTECT LEGACY

Where do you want your money are property to go when you are no longer here?

L

LESS TO THE IRS

What's your tax plan for retirement? Don't pay more taxes than you have to.

Y

YEARLY REVIEW

Time to plan for the year ahead. Your life changes and your plan must adjust. 

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