Secure Your Future
Retirement Planning Made Simple
Let us help you build a retirement strategy that aligns with your goals and provides peace of mind for your golden years.
Let us help you build a retirement strategy that aligns with your goals and provides peace of mind for your golden years.
Choose from our comprehensive retirement planning options to secure your financial future.
Past performance is not indicative of future results. All investments involve risk, including possible loss of principal.
We take a comprehensive approach to retirement planning that addresses all aspects of your financial future.
We'll discuss your retirement goals, timeline, current assets, and any concerns you may have.
Our team will analyze your current financial situation and project your retirement needs.
We'll create a personalized retirement roadmap with specific recommendations and strategies.
We'll help you execute the plan, setting up accounts and making necessary adjustments.
We'll regularly review and adjust your plan as needed to keep you on track.
When you're ready, we'll help implement your income strategy and adjust as needed.
We're committed to helping you achieve a secure and comfortable retirement through personalized strategies.
We consider all aspects of your financial life, not just retirement accounts, to create a comprehensive plan.
Our certified retirement planners have decades of combined experience navigating complex retirement scenarios.
We implement strategies to minimize taxes now and in retirement, preserving more of your wealth.
We create sustainable withdrawal strategies to ensure your money lasts throughout retirement.
Don't just take our word for it. Here's what our retirement planning clients have to say about their experience.
"Thanks to Saffron Peak Group, I retired 3 years earlier than planned with confidence. Their tax strategies alone saved me thousands annually in retirement."
"I was overwhelmed by retirement options until I met with Saffron Peak Group. They simplified everything and created a clear roadmap for my future."
"Five years into retirement and our portfolio has grown while we've been withdrawing funds. The income plan they created works perfectly for our lifestyle."
Get answers to frequently asked questions about retirement planning with Saffron Peak Group.
The sooner, the better. Even if retirement is decades away, starting early allows you to take full advantage of compound growth. However, it's never too late to create or improve your retirement plan.
This varies based on your lifestyle, location, and retirement goals. A common rule of thumb is to aim for 70-80% of your pre-retirement income, but we'll create a personalized estimate based on your specific situation.
Traditional IRAs offer tax-deductible contributions with taxable withdrawals in retirement. Roth IRAs use after-tax contributions but provide tax-free withdrawals. The best choice depends on your current tax bracket and expected future tax situation.
You can start as early as 62, but your benefits increase by about 8% for each year you delay up to age 70. The optimal time depends on your health, other income sources, and marital status. We'll analyze your situation to recommend the best strategy.
We use a combination of diversification, asset allocation, and conservative withdrawal strategies. As you approach retirement, we gradually shift to more stable investments while maintaining some growth potential to combat inflation.
Have more questions? Our retirement specialists are here to help.
Our team of experienced retirement advisors is ready to help you create a personalized plan for your golden years.
Call us at 1-800-RETIRE (1-800-738-473)
Monday-Friday: 8AM-8PM EST
Send us an email at retirement@saffronpeakgroup.com
We typically respond within 24 hours
123 Financial District, New York, NY 10001
Schedule an in-person consultation
Join thousands of satisfied clients who are enjoying their retirement with confidence.