We use a different term to describe the traditional "retirement." We prefer "Financial Independence." Here's why:

Retirement at age 65 is an artificial finish line that may no longer fit our time. Growing old with lots of money is no longer the goal. Dying rich can’t compete with living rich, and making a living doesn’t measure up to making a life.

When the idea of retirement was born, people traded physical labor for a paycheck—and it was a practical necessity for people to retire. As a knowledge-based economy, our intellectual capital, experiential capital, and relational capital are traded for income. Because of this, we often hear that the idea of 100% "retirement" does not sound appealing and might even be unnecessary.

Further, we believe your full potential--your purpose--may be embedded deeply into your best work, which would make "retirement" unfilling. Or, on the flipside, your purpose may require a completely different kind of contribution than your current work, which means you need "Financial Independence," and you may want to strive for this much sooner than the typical "retirement" age.

Now, you may still see or hear the word “Retirement” in our materials or in our conversations because that’s the word the world uses. But please know that we believe Financial Independence offers so much more than Retirement.

One last thing. Most professional advisors talk about how they’ll help you plan for Financial Independence (retirement). That's our plan too. Even further than that, we have big goals to be around for a long time which means we plan to be here to see you to and through your Financial Independence years. That's why we say "we're here for you for generations."

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