Life planning

You've probably thought about your money, income, and investments when you've thought about retirement. But let's take a step back. Before you think about the numbers, think about this:

  • What are you going to do with your retirement?
  • What will you spend your time doing?
  • What are your hobbies?
  • Who will you be spending time with?

At Pacific Crest Planning, we've found that sometimes, people get lost in the numbers of retirement and overlook perhaps the most important issue; your life.

It's up to you. Your retirement can be whatever it is you want it to be. And we're here to help.

As we get to know our clients, we discuss what they want to do in retirement and discover their retirement lifestyle goals. We can then work together to create a plan to accomplish what is important to you.

So whether you want to travel, complete house projects, spend time with friends and family, hunt, fish, quilt, snowbird or skydive, at Pacific Crest Planning we never lose sight of what really matters in retirement; your life.

Let's start the conversation

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