Bryan Haggard

Background

About Bryan Haggard

When Don and Kim walked into the office, the issue wasn't that they hadn't saved enough for retirement. The issue was that they weren’t comfortable spending their money. Don and Kim were so nervous about running out of money, they decided the best option was to spend none of it. The only people benefiting from Don and Kim’s retirement plan was the kids’ inheritance. In order to help families realize their dream of a successful retirement, we go through a three-step process. Step 1: The Retirement Roadmap Initially, we go through a comprehensive retirement plan and goal setting process. Don and Kim already had established goals, such as, buying an RV, spending the winters down south, and even exploring buying a lake home. What we helped them with was to build a strategy to meet those goals. Step 2: The Retirement Paycheck Once goals are established, we now need to build an investment portfolio to help meet those goals. We believe in a cash-flow matching investment strategy. Cash-flow matching involves creating a monthly “retirement paycheck”, to help meet your goals. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market. Step 3: On-going Planning and Support The initial plan and investment strategy are only the beginning. Things change a lot in retirement. The stock market, your goals, and your life are ever changing. So should your retirement plan. Our systematic approach to meetings allows us to consistently change your plan as soon as your goals change. Looking For a Stress-Free and Fulfilling Retirement? If you are looking for an experienced financial planner to help guide you through retirement, let’s talk. Cross-Border Financial Planning RetireMitten Financial is an expert in cross-border financial planning, specifically working with families that have lived in both the U.S. and Canada. Let us help you navigate your confusing cross-border retirement.