Retiring FITT™

Retiring FITT

Retiring FITT: a comprehensive road map to planning your retirement

Retiring doesn’t have to be scary, overwhelming, and confusing. Retiring FITT is a proprietary system designed to empower retirees to make good decisions when going through the retirement process. Systematic and organized, Retiring FITT looks at the entire picture and provides the missing pieces, helping alleviate fears of making critical and permanent mistakes.

Rather than offering general, overly broad guidelines, or focusing on rollovers and insurance alone, Retiring FITT allows you to consider all aspects of how retirement may affect your family’s financial health for decades to come. Retiring FITT not only considers your personal data, timelines, pensions, social security funds, compensation plans, insurance, 401(k)s, and IRAs, but also addresses more comprehensive concerns such as purpose in retirement, philanthropy, legacy, budgeting, education, major purchases, and more.

The system covers 25 different aspects of retirement and helps you enter retirement with a solid action plan.

By placing the power back in your hands and away from sales people, you will see the mystery behind retirement melt away. Aiming to provide you with financial independence today and tomorrow, Retiring FITT takes you from the point where you’re dreaming about retirement all the way through the years following your official retirement.

Retiring FITT puts you, the investor, in the driver’s seat. We really believe this system is going to change the conversation about retirement in Atlanta and around the country.

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Early or Forced Retirement

Where You'll Live in Retirement

Charitable Giving & Gifts