Retirement success strategy

Create a Retirement By Design

At TA Financial Strategy, we’ve discovered that many individuals who feel uncertain about their retirement share a common trait: they lack a written strategy that provides clarity and confidence.

That’s why our company developed The TA Financial Retirement Success Strategy™. This comprehensive approach addresses, integrates, and simplifies the six critical components that we believe are essential for any successful retirement plan.

We understand that planning for retirement can be overwhelming, which is why we strive to make the process as straightforward and accessible as possible. Our goal is to empower you with the knowledge and tools you need to create a retirement plan that fits your unique goals and circumstances.

With the TA Financial Retirement Success Strategy™, you can feel confident that you have a solid plan in place for a fulfilling and financially secure retirement. Let us help you take control of your retirement and achieve the future you deserve.

OVERVIEW

90% Strategy. 10% Financial Tools.

The fundamental flaw in the financial industry today is that advisors often lead with product focused solutions and ignore critical components of one’s financial and total wellbeing, largely doing a disservice to you as a retiree.

Recognizing these gaps and inefficiencies from decades of professional experience and his own personal experiences at the loss of his father, founder and visionary Beau Henderson has created The TA Financial Retirement Success Strategy™ providing an integrated solution, addressing:

6 critical components for a successful retirement

Income planning

The lifeblood of retirement is income. Will you have enough? Will it last as long as you do? These are the top concerns of the people we help serve every day. We will help you to:

Maximize Social Security Options: identifying which retirement claiming strategy makes the most sense for you and your family.
Optimize Pension Selections: navigating your choices from lump sum payouts to survivorship options.
Create a Written Income Plan: segmenting your money to provide the income you need for now, soon and the later years of retirement using The Bucket Plan®.

Growth planning

With retirement today often spanning multiple decades, including long-term growth opportunities is essential. Through asset allocation and diversification, this growth will help hedge against inflation, long-term care costs and provide for a surviving spouse or loved ones in future generations.

Tax planning

It’s not just about what you make, but what you keep. With most retirement savings having an unpaid tax bill that becomes due upon distribution, taxes are often the greatest single expense for most Americans today—even during retirement. Our goal is to help you be efficient to pay as little in taxes as possible. This may include:

Planning for required minimum distributions (RMDs): determining what these distributions will look like every year, which accounts they will come from and how they will impact your overall taxable income throughout retirement.
Roth conversion strategies: evaluating your current and future expected tax liabilities to help minimize the total tax impact on your retirement accounts.

Healthcare planning

What are you doing to protect your greatest asset of all—your health? Another significant expense and concern in retirement is healthcare. We will help you explore your options to establish the coverage protection you may need, including:

Health insurance
Medicare supplements
Long-term care coverage

Estate planning

From creating an income plan for your surviving spouse to partnering with attorneys as needed to create essential documents to implement your intentions in the event of your death or disability, your plan may include updating:

Wills
Power of Attorneys
Other legal documents

Non-financial planning

It’s not just money that will make for a satisfying retirement; it’s how the money is used that ultimately determines your retirement success. Once you stop being an employee, who will you be? What relationships and experiences give you the most purpose and fulfillment? We will guide you through these critical conversations to determine what matters most to you, and then create a plan to help you achieve it.

We Don't Make Empty Promises

“Caring and honesty are the 2 most important qualities when I make a decision to partner with any business, and Jeremiah and Jessica Nolen exemplify that completely! I would recommend TA Financial Strategy to anyone who is looking for financial planning help. They are the absolute best!”

- Jeff S

“Very informative as to how to get the best benefits from social security, pension plan, and 401k. We were looking for someone local to help in these areas and Jeremiah was very knowledgeable and was able to assist us in those areas mentioned above. We would definitely recommend him!”

- Terry B

“TA Financial Strategy develop a financial plan specifically for your individual needs. They take the time to answer all your questions and explain each phase of your plan. They treat you like family not just a client.”

- Bruce C