TriCord Advisors | Strategic financial planning and investment management      Your future’s best ally.

Retirement Planning

The average person is living 34 years longer than their great-great-grandparents! That’s nearly an entire second adult lifetime that’s been added to our lives—we are living in a longevity revolution. Retirement is not what it used to be and it is not a footnote. At TriCord Advisors, we are thrilled to plan, prepare, and step into this season of life with you, capturing all the goals and desires you have for the third act of your life.

Why Retirement Planning is Important

Retirement planning is a complex process of evaluating how your resources will provide for the future you are excited to live into. We look at government benefits, such as Social Security and Medicare, we consider qualified retirement plans, such as pensions, profit sharing, 401(k), 403(b), and we get to know what it takes to fund your lifestyle. Our goal is to make the complex feel streamline, secure, and easy, so that you can spend your time living the adventures you desire in retirement.

What we can do for you

Here’s a preview of what our retirement planning services cover:

Qualified Plan Review

There are many types of employer-provided retirement plans, and each of these qualified plans comes with unique rules. Considering your overall financial goals, we will ensure you know how to maximize your retirement contributions.

Income and Spending Plan

As you prepare for retirement, there are various and multiple streams of income. This may include Social Security, qualified retirement accounts, pensions, and other sources of income. TriCord Advisors will pair your income sources with your projected spending for your retirement lifestyle.

Required Minimum Distributions

Qualified retirement plans are often funded with pre-tax dollars for the benefit of long-term savings and investment growth. Laws govern the date by which you are required to begin distributing funds from these qualified retirement accounts. TriCord Advisors will identify these key dates and arrange for distributions accordingly to keep you on track.

Social Security

This complex government system has many facets and benefits. We will help guide you through the ins and outs of the Social Security system, identifying the key age for your withdrawals and best utilization of your benefits.


This government provided healthcare plan for people ages 65 and older can be tricky to navigate with its ongoing rule adjustments and various plan options. We will help you identify the right plan choices for you.

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Let’s find out how we can serve you.

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