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.
Pre-Retirees (Typical Age: 50-65)
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)
Mature (Typical Age: 75+)
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: