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Retirement Planning

Building a Confident Retirement

After dedicating numerous years to your career and diligently saving substantial assets, you have arrived at a pivotal juncture where some of the most momentous decisions of your life await. The path ahead involves navigating the intricacies of retirement planning, making informed choices regarding pension distribution, and exploring the array of rollover options that lay before you.

When should I retire?
How much income will I need to live on?
Will I run out of money?
What amount of assets are necessary to produce the retirement income I need?
Will I pay lots of tax?
How do I make the best Social Security and healthcare decisions?
How will healthcare coverage and medical issues impact my retirement?
Do I need long-term care insurance?
How will taxes impact my future income?
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If you have these or other retirement planning questions, we can assist you in gaining confidence that your long-term financial plan will be effective, enabling you to live a fulfilling and rewarding life.

"Don't simply retire from something; have something to retire to.”

Retirement Funding Score (RFS®)

Our Retirement Funding Score (RFS®) process is a time-tested way to assess where you will be given your current financial foundation. Retirement planning at TriCapital begins with your custom RFS®. With an accurate score, we are able to help our clients see where they are, where they will be and what they may need to do to stay on track or align their financial decisions with their goals.

When clients decide to work with us for their retirement planning, we use the information they provide at our initial meetings to create a unique Retirement Funding Score (RFS®) report. This valuable report helps people see where they are in terms of retirement planning, where they will be, and what they need to meet their goals.


Preserve Your Wealth​

We offer a complimentary “Get Acquainted” meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.