wealth@oneascent.com(205) 313-9142LOG IN

wealth@oneascent.com(205) 313-9142LOG IN

Retirement Planning

Retirement shouldn’t be a finish line where you retire “from” something. As you enter the next phase of life, you can retire “to” something. OneAscent Wealth can help you develop a plan to thrive in retirement. One of our retirement planners will get to know you to learn about your vision for your future. 

  • What do you envision for life after retirement? 
  • What brings you a sense of purpose and fulfillment?
  • How will you spend your time? 

Your financial resources are a tool that can help you make your vision a reality, and our experienced retirement advisors can help determine “How much is enough?”

OneAscent Wealth provides retirement planning services to clients nationwide through our offices in Birmingham, AL; Columbia, TN; Pensacola, FL; and Indian Harbor Beach, FL.

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Pre-Retirees (Typical Age: 50-65)

Pre-retirees are in a great position to evaluate their strategy and maximize their retirement savings. Budgeting and investing are essential to setting yourself up for a successful retirement. 

Our advisors have the experience and expertise to guide you through the complexities of saving and investing for retirement while making decisions around competing financial priorities, such as preparing children for college, caring for aging parents, buying a second home, or managing a change in employment.

Retirees (Typical Age: 62-75)

If you’re stepping into retirement or have recently retired, making money management decisions that support your retirement plans is essential. Our advisors help structure your assets and investments to provide sufficient income while accounting for the many risks that retirees face, such as changes in health, market volatility, the need for long-term care planning, and managing taxes.

Mature (Typical Age: 75+)

Many prioritize the legacy they want to leave as they enter their late seventies and beyond. A legacy is more than the wealth you pass on. Your legacy includes memories, values, and vision for your family’s future.

Our advisors are trusted partners who guide clients through decisions that affect capital preservation, income generation, end-of-life care, and family legacy.

Schedule Time With A Retirement Planner

Your priorities and concerns shift as you pass through these life stages, and a relationship with a OneAscent advisor can give you the peace of mind to navigate life’s circumstances as they change.

Just as values influence how we live, spend our time, and interact with others, your values will help steward your time and resources as you navigate retirement.

Retire with intentionality. Develop a values-aligned retirement plan to live well and finish well. Find an advisor today to find out how. OneAscent Wealth provides biblical retirement planning services for clients nationwide from our offices in:

Schedule A Consultation