Put the Gears in Motion to ''Engineer'' Your Retirement Plan

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November 12, 2018

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If you are 55+ and seriously considering your retirement, then this practical guide can help you. It is somewhat technical and especially appropriate for the engineering-minded, technical professional or the do-it-yourselfer. The focus of this paper is on the “de-accumulation” phase of your retirement plan, which is significantly different than your career-earning years of “accumulating” your nest egg. 

This paper “Engineering your Retirement Plan” provides you with the steps to engineer your retirement plan, including Research, Planning, Analyzing, Optimizing, Stress-Testing, and Release. All the engineering steps you would expect for a successful project.

If you have an engineering type of mindset, I think you will appreciate this engineering approach to developing your Retirement Plan. Download the PDF below and then decide if you want to do-it-yourself or utilize our professional expertise.

With this complimentary report on “Engineering Your Retirement Plan”, you can gain the knowledge to help you:

  • Create an income stream to meet your monthly expenses
  • Develop an investment category for emergencies and medium-term expenses
  • Plan for your long-term expenses, such as Long-Term Care
  • Understand your Risk Tolerance and investing objectives
  • Have a Retirement Plan so that you can have peace of mind

Learn more and access the PDF here:

About Kastler Financial Planning

Mike Kastler is a Master of Science in Finance and acts as a personal finance consultant and fiduciary to his clients. As a fiduciary, the only fee we receive is the fee paid by the client. We put your best interest before our own. No product sales, no commissions, and no account minimums. 

We specialize in Retirement Planning, serving middle-upper income America – from business owners, engineers and executives to families just starting out. Whether you have a financial advisor or are a do-it-yourselfer, we act as a third party personal finance consultant. We also provide Investment Planning and Investment Supervisory Services without the need to move your money. View a full list of Our Services

We aim to give you a pleasant client experience in creating your Plan. View our Planning Process and what you can do to Get Started on your own or with our help. 

Contact Us

To schedule your no-obligation consultation Contact Us Today

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Kastler Financial Planning | Ortonville, MI 48462
888-566-1841 or 248-564-1404

Mike Kastler, MSF, Fiduciary, Financial Planner
(248) 564-1404

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