A three-bucket approach to financial planning
All investments have three main factors to them: safety, liquidity, and growth. A general rule of thumb is to pick the two that are most important to you. At Stander Financial, we take the time to get to know your unique situation. Then, with your needs and aspirations in mind, we allocate your nest egg across three distinct buckets:
Emergency Fund
(Liquidity and Safety)
Income
(Safety and Growth)
Play/Legacy
(Liquidity and Growth)
Retirement Taxes?
We always say a resilient retirement begins with education. Learn the strategy that could add $250,000+ to your retirement income—starting with the benefits you've already earned.
- Learn strategies for coordinating Social Security with other retirement income
- Maximize benefits that could add up to hundreds of thousands of dollars over your lifetime
- Access tools to begin building your own Resilient Retirement Income Plan
Education-focused.
Client-first.
Retirement can be a stressful transition for many people. Our objective is to educate you and give you the tools to make a well-informed decision. It’s an honor and privilege to coach clients through some of the most pivotal moments of their lives, helping them feel confident and secure in their financial future.
Social Security?
David Durham’s in-depth book provides tips on how to optimize Social Security in retirement, including:
- Common mistakes to avoid in retirement
- Social Security’s role in retirement
- Building a holistic retirement plan
Risk Number?
Determining how fast you’re comfortable traveling on your investment journey is the first step in helping your financial professional develop an investment strategy that’s right for you.
