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Pre-Retirees

Guiding the Financial Success of Pre-Retirees

Saving for Retirement, the concerns are:

  • How much to save?
  • Where to put It?


Both decisions are important and will affect the value of assets and the ability to create income at Retirement. There are many ways to save for retirement.

We Work Best With Pre-Retirees Who Have:

  • An Annual Income of $150K+ or Net Worth of $1mil+
  • A commitment to saving/investing
  • A desire to leave a legacy, whether to family or charity

Does this sound like you?

Want to explore working together? Contact us to schedule a complimentary consultation.

Start Your Journey

Watch the video above to understand how a holistic approach to retirement can benefit you. 

Ways To Save For Retirement

  • Investments
  • Stocks
  • Bonds
  • Mutual Funds
  • ETF’s
  • Deferred Comp
  • Real Estate
  • Business Interests
  • Private Equity
  • Simple IRA’s
  • SEP’s
  • Cash Balance Plans
  • 401k’s
  • Profit Sharing Plans
  • Roth IRA’s
  • Etc.

The decision of where to put Retirement Savings can be overwhelming.

It is important to take action in Pre-Retirement to Properly Position Your Assets for Retirement.

To determine how much to save and where to put it, we plan with the end in mind. The reason why most Pre-Retirees give up current enjoyment of income and wealth is to be able to have an income stream in Retirement.

This is especially true for people who want to replace their current income in Retirement and continue to live the lifestyle that they are accustomed to.

Rocky Mountain Financial Services not only educates clients about wealth accumulation, but about how income streams function in retirement.

Reach Out Today

Why Choose Rocky Mountain Financial Services?

Our accomplished team brings together a rich blend of experience, expertise, and resources to adeptly address the financial hurdles encountered. Through providing impartial, objective guidance, we enable you to make astute financial choices, free from the influence of emotional biases.

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Ready to start feeling more confident about your finances and living your life to the fullest?

Let’s Turn Your Financial Dreams Into Reality.

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Colorado Springs, Ca
  • 5225 N. Academy Blvd., STE 300 Colorado Springs, CO 80918
  • 719-265-9665
  • 719-591-2912
  • M-F 9AM-5PM; By Appointment
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Investment advisory services provided by Sustainable Wealth Strategies, LLC. Sustainable Wealth Strategies, LLC (“SWS”) and Rocky Mountain Financial Services, LLC (“RMFS”) are affiliated entities. SWS is a registered investment adviser offering advisory services in the State of Colorado where registered and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RMFS or SWS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Registration does not imply a certain level of skill or training. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Income solutions involving insurance products are dependent on the claims paying of the underwriting institution, may be less liquid, and may not adjust for inflation. The benefits, risks, and costs should be considered carefully before investing.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of RMFS or SWS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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