Retirement Planning Strategies
Securing Your Golden Years
Navigate Retirement with Confidence and Purpose
Planning for the Life You’ve Earned — and the Legacy You’ll Leave
Retirement should be more than just financial security — it should reflect your values, your lifestyle, and your vision for the years ahead. Whether you’ve built wealth through land, business, oil and gas, or traditional investments, we provide personalized retirement strategies designed to protect what you’ve worked for and help you enjoy the freedom you’ve earned.
Building a Secure and Comfortable Retirement
Retirement planning is about creating a roadmap to help you live with peace of mind — without sacrificing the things that matter most. That means evaluating your current assets and income, identifying future expenses, and crafting a plan that sustains your lifestyle while protecting your legacy.
We guide you through:
- Daily Needs: Ensuring consistent income and coverage for essentials in your retirement years.
- Long-Term Vision: Creating a sustainable, flexible plan that supports your goals — whether that’s travel, land stewardship, or passing down the family ranch.
The Outrider Wealth & Financial Planning Approach
Building Your Ideal Retirement Lifestyle
Goal Setting:
We help you define what retirement truly looks like — from slowing down and spending time with family, to managing a property, launching a second act, or preparing a generational transfer.
Income Analysis:
We assess all potential income sources, including investments, Social Security, pensions, rental income, mineral rights, business buyouts, and more — to ensure they align with your long-term needs.
Expense Projection:
From rising healthcare costs to lifestyle shifts, we project your future spending needs so you can plan with confidence and prepare for the unexpected.
Investment Strategy:
We design a personalized investment strategy that balances growth with preservation, integrating both traditional and alternative approaches like income overlays, real assets, or commodities when appropriate.
Tax Optimization:
Our team helps identify tax-efficient withdrawal strategies and structures to minimize liabilities — including advanced tactics for property owners, business sellers, and land-based assets.
Estate Planning:
Retirement planning doesn’t end with you — it extends to the next generation. We’ll help ensure your estate, property, and business succession plans are clearly outlined and aligned with your wishes.