Jeff Sachs

Since 2010, I’ve thought of myself as a financial coach. My hope is to help you change the way you think about money, moving away from accumulation and into the distribution and preservation phase. I want you to never think, “Where’s the money coming from?” when something happens in your retirement. We try to help out clients in 3 ways:

1. Change the way you think about money and become comfortable using your savings for income needs.
2. Review the risk you are taking and ensure it aligns with your current goals.
3. Create an open line of communication so that if you have a question about your finances, you think, “I should call Jeff.”

Our Retirement Compensation Plan is similar to how the Mississippi River went from a small stream you could walk across to the mighty river you need a bridge to cross. Several tributaries or streams feed into it as it works its way from northern Minnesota to the Gulf Shore. The same concept should be applied to your retirement income. We need to establish several income streams to develop your retirement plan. Once we do that, you get to have fun with the rest of your money to create a retirement picture that excites you. And isn’t that ultimately the goal of being retired?