Stressing about retirement? Join us and fellow Wisconsin residents for a free seminar where you’ll learn how to set up and protect your retirement income.
Stressing about retirement? Join us and fellow Wisconsin Residents for a FREE Seminar WHERE YOU’LL LEARN HOW TO SET UP AND PROTECT YOUR RETIREMENT INCOME.
purposefully and confidently
transitioning you from one third of life to the next
At Next Third Retirement Coaching, our mission is to be your coach and partner; respectfully challenging you and advocating for you as you clarify and articulate your individual and family goals for the next third of your life. We help you build confidence in your transition plan to improve your financial independence.
who we are
At Next Third Retirement Coaching, we specialize in working with people who are within 2-4 years of retirement, or those who find themselves suddenly single. Many of our clients came to us because as they started to enter that next season or “next third” of life, they quickly realized they had crucial questions they couldn’t answer on their own such as how will my needs and identity change as I enter this new phase? How will I handle medical costs, plan for social security, or long term care? What do I really want to be able to do with my time, and how do I plan for the legacy I someday want to leave behind?
If any of these questions resonate with you, know that we can answer them for you because retirement coaching and planning is our specialty!
services
Our services bring various financial components together into one cohesive plan that bests utilizes your financial resources to make life more fulfilling and rewarding.
Financial Planning
Asset Management
Retirement Planning
social security planning
life insurance
medicare
long-term care
estate planning
legacy planning
Free Gift: Annuities Explained
As seen on WBAY TV! We’d like to offer you a FREE digital (or paper) copy of our white paper, Is An Annuity Right For You? Please fill out the information below to gain immediate access.
Compassion
Respect
transparency
integrity
Outlook 2023 – Finding Balance
LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.
How the Serenity Prayer Can Also Apply to Your Finances
As an LPL Financial Planner and retirement coach, I am consistently discussing this concept with our clients. Learning to change things you can and accept the things you cannot is a crucial concept for your financials as well.
How Much Life Insurance Do I Need?
The answer to this critical question varies depending on personal circumstances and how the individual responds to the questions outlined in this article.