Retirement Planning for Individuals & Families

Retirement planning is a primary focus as Sound Harbor Wealth Partners. We want you to live well before AND after you retire.

We spend a lot of time and care researching, constructing and implementing what we believe is the best retirement strategy for each individual, couple or family that choose to entrust such an important part of their future with us.

We take the extra step to ensure that your retirement plan fits with every other part of your total financial plan to help you to not just reach your goals when you retire, but to also enjoy your life along the way.

Knowing how much you can spend is almost as important as knowing how much you need to save.

With our Sound Harbor Wealth Partners' Financial Compass  we can take an in-depth look at all the pieces of your financial picture to ensure we are not overlapping  any aspect of your financial plan- even for assets not held with us!  

We will work with you as deeply or as compartmentalized as you feel comfortable.

If you'd like to hear more about our Financial Compass or just get a second opinion on your current plan, just give us a call!