Flat-Fee Retirement Planning for People Approaching or in Retirement
Fiduciary retirement planning to help you make informed decisions about your spending, retirement income, taxes, investments, and legacy.
Retirement brings a lot of financial decisions.
Can you afford to retire? Where will your income come from? How do taxes affect the choices you make today?
At Hive Retirement Planning, we help you bring those questions together into one coordinated plan. We’re an independent, fee-only fiduciary firm based in New York City, serving clients virtually nationwide.
You may be asking yourself...
“Can I afford to retire?”
Understand what retirement could look like based on your spending, savings, income, and goals.
“Where will my retirement income come from?”
Coordinate Social Security, pensions, investments, and other income to support your spending.
“Am I paying more in taxes than I need to?”
Plan ahead for Roth conversions, required distributions, Medicare premiums, and other tax decisions.
“Are my investments ready for retirement?”
Align your investments with the income you’ll need, the risks you’re taking, and the life you want to live.
A clear path through retirement’s big decisions.
The Hive Retirement Process™ brings the major pieces of your financial life together across four planning meetings.
01 · Your Starting Point
Bring your financial life into focus and identify your goals and the decisions that matter most.
02 · Your Expenses and Your Retirement Paycheck
Understand your retirement spending and how your savings and income can support it.
03 · Your Tax Strategy
Look ahead at the tax decisions that could shape your retirement.
04 · Your Investments and Your Legacy
Align your investments with your plan and review how your estate documents and beneficiaries support your wishes.
You can work with us through a focused four-meeting engagement or choose ongoing planning and investment advice.
Both begin with the Hive Retirement Process™.
Ready to learn more?
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