Capital Benchmark Partners, LLC
Financial Planning Firm for Women Small Business Owners

Retiring/Retired

CFP Atlanta, GA

Fee only Financial Planner Atlanta, GA

Female Financial Planner

Woman Financial Planner

Female Financial Planner Atlanta

Woman Financial Planner Atlanta

Financial Planning for Women

Financial Planning for Entrepreneurs Atlanta

Financial Planning for Entrepreneurs

Financial Planning for Millennials Atlanta

Financial Planning for Millennials

RETIRING / RETIRED

Specific Needs, Specific Solutions


Retirement doesn’t mean you stop working; it’s simply another point in time when you want to make a lifestyle change. You may want to explore a new career, a hobby, spend more time with your family, or even start up a new business. Some people retire at 40 and some at 75. Some people never retire at all.

I work with my clients to define the lifestyle they want in “retirement" and make sure your money outlasts you - not the other way around. We make planning for retirement less stressful.

Here are some common retirement questions and sentiments my clients share:

  • Will I be able to retire comfortably? How much income do I need during my retirement?
  • I’m not sure what I want to do in retirement. It’s so far away, but I know it’s important to plan.
  • How much will I get from Social Security? What about my spouse? What taxes can I expect to pay on it?
  • I’m retiring within 3-5 years. I don’t think I saved enough for it, but I still want to retire. What can I do?
  • How much money should I pull from my retirement accounts (401(k), IRAs, pension, etc)?
  • Am I going to run out of money during my retirement?

 Let’s plan together to take out the “what ifs” so you can know “what will be.”


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