Retire Happily is an Online Resource for Financial Freedom Solution Strategies in Retirement Planning.
Retire Happily was designed from the ground up, to elevate your retirement experience. We are here for whatever you need … whether you;-
Whether you are from a small town or a Big City, we are here with you every step of your way.
We use technology that makes working with your advisor easy. There is now no need to settle for advisors that are local. You deserve the best and you can have it all!
We have an endless opportunity and resources. Our number one priority is that you have an experience that exceeds your expectations, so much so, that you will want to refer others to Retire Happily regardless if we agree working together is mutually beneficial. Be critical of our process and your experience with us. All of your progress is a result of those who have gone before you and given us feedback on how we can better serve.
Welcoming on new clients is something we don’t take lightly, it is of utmost importance that we fully understand your situation, past experience, and future expectations before we begin to work together.
We are excited to hear from you!
Sign Confidentiality Agreement and Disclosures here: Docusign
Securities and advisory services offered through Versaille Capital, unless otherwise stated, are not FDIC insured, are not bank guaranteed, and may lose value. Confidentiality Agreement We take your privacy seriously. All data given is strictly used to ensure you have an experience meeting and exceeding your expectations by applying the appropriate investment recommendations, enhancing the technology used on the Versaille Capital platform, and elevating the retirement experience of those like you. Your information is never sold. We have partnered with some of the most secure providers of data safety available today. The safekeeping of all data collected, providing full document encryption, to ensure the privacy of your data. Documents stored in ISO 27001 and SSAE 16 data centers are encrypted with the highest levels of encryption. Only you and individuals authorized by your advisor and Versaille Capital have access to your documents. Your content stays private including from DocuSign (our electronic signature provider). Rest assured that your personal information is safe. Please acknowledge below that all information provided, from this date forward, and given electronically, oral, or written, will remain confidential and secure. NOW THEREFORE, in consideration for the mutual undertakings of the Discloser and Versaille Capital under this Agreement, the parties agree as follows: 1. Disclosure. Discloser agrees to disclose, and Versaille Capital agrees to receive the Confidential Information. 2. Confidentiality. A. No Use. Versaille Capital agrees not to use the Confidential Information in any way, or to manufacture or test any product embodying Confidential Information, except for the purpose set forth above. B. No Disclosure. Versaille Capital agrees to use its best efforts to prevent and protect the Confidential Information, or any part thereof, from disclosure to any person other than Versaille Capital’s associates having a need for disclosure in connection with Versaille Capital’s authorized use of the Confidential Information. C. Protection of Secrecy. Versaille Capital agrees to take all steps reasonably necessary to protect the secrecy of the Confidential Information, and to prevent the Confidential Information from falling into the public domain or into the possession of unauthorized persons. 3. Limits on Confidential Information. Confidential Information shall not be deemed proprietary and Versaille Capital shall have no obligation with respect to such information where the information: (a) was known to Versaille Capital prior to receiving any of the Confidential Information from Discloser; (b) has become publicly known through no wrongful act of F Versaille Capital; (c) was received by Versaille Capital without breach of this Agreement from a third party without restriction as to the use and disclosure of the information; (d) was independently developed by Versaille Capital without use of the Confidential Information; or (e) was ordered to be publicly released by the requirement of a government agency. 4. Ownership of Confidential Information. Versaille Capital agrees that all Confidential Information shall remain the property of Discloser, and that Discloser may use such Confidential Information for any purpose without obligation to Versaille Capital. Nothing contained herein shall be construed as granting or implying any transfer of rights to Versaille Capital in the Confidential Information. 5. Term and Termination. The obligations of this Agreement shall be continuing until the Confidential Information disclosed to Versaille Capital is no longer confidential. 6. Survival of Rights and Obligations. This Agreement shall be binding upon, inure to the benefit of, and be enforceable by (a) Discloser, its successors, and assigns; and (b) F
This may sound blunt, but the reality is many savers are skeptical, maybe borderline cynical of; ‘salespeople’ touting past performance projections, the uncertainty of the future, and maybe the worst & feeling sold. And yet the need for sound retirement preparation and maintenance is increasingly more vital.
What I find after meeting and working with so many is that by conducting a proper interview to determine what is most important and really invest time in listening to the true motivators below the surface, it is possible to position your assets to get what you expect going forward and have a solution strategy you’re comfortable with, no matter the state of the economy.
Being a mechanical engineer, I find many complex things in life can be understood by a process. Although every individual is unique, as we go through the process of discovery together, our clients are best positioned to avoid the regret of disappointment.
I recall my grandfather asking me, If something you believed to be true turned out not to be true, when would you want to know?
Our partnership with Versaille Capital allows for a wide variety of portfolio management from a simple mutual fund and ETF models to more complex dividend portfolios, stock, bond, cd and options strategies at your disposal.
Let’s face it, transitioning to retirement and navigating through the life changing (seen and unforeseen) events admittedly can be daunting. We believe you should be positioned to have more options as you age so you are able to adapt and adjust as needed. Helping you feel Financial Freedom in Retirement is our Claim to Fame!
Many retirees and financial professionals are not aware of the special tax allowances for after tax money in their company savings plan. We rollover your 401k with ease into a strategy that fits your needs and gives you the autonomy you deserve.
Annuities are a careful place for your retirement assets. Some seem to good to be true while others may seem horrific. If you have an annuity you have questions about or if you were told you should get some specific annuity, we can help you discern the pros and cons to give you the information to make the wise choice.
|Estate Planning & Trusts|
Having an updated and appropriate will, trust, power of attorney, and other estate planning documents will save you and your family a lot of potential hassle, contention and expenses.
|Tax Planning & Mitigation|
Income taxes can be one of the largest expenses in retirement. Paying attention to and planning consistent ‘taxable income’ is the key to finding the most effective and efficient strategy.
|Investment Management & Advice|
Unfortunately, many of those we are referred to are unclear about exactly how some of their investments work, how they benefit them, and why they perform the way they do relative to market conditions and fees. We take time to investigate each investment vehicle you are using / considering and show you the pros and cons relative to your situation.
We often see extremes with those who are referred to us … Over-Insured, Under-Insured, or Neglected-Insured. Auditing older insurance you may have and evaluation of intent for use of one greatest tax advantage accounts the IRS allows. Also, in the coming of age of Living Benefits, Life Insurance can be the ‘too good to be true’ alternative to traditional Long Term Care.
More than a few of those referred to us have commented “Managing Wealth is harder for me than Creating Wealth”. Making wise short and long term choices with your investment portfolios is can literally be the difference between financial life and death. It is our privilege to Shepard the wealth you have labored to save and grow in the way you are most comfortable and meets your intentions.
Managing Risk is directly connected to feeling Financial Freedom in Retirement. Statistical analysis in great, but knowing your bottom line brings peace of mind.
Having cash options that always leave you feeling like you have more than enough flexibility to do the things you planned and ALL the little and big things that come up that you haven’t planned is prudent to feeling freedom in retirement and enjoying the fruits of your labor.
|Every Neighborhood in the United States|