Retirement Planning Services for a Secure Future
Whether retirement is just around the corner or decades away, the steps you take today will shape your tomorrow. At The Consortium, we design retirement strategies that protect your lifestyle, reduce risk, and bring confidence to your financial future.
What Is Retirement Planning?
Preparing for Life After Work
Retirement planning is more than saving money—it’s about creating a reliable income stream, minimizing taxes, and ensuring your wealth lasts through every season of life.
Who Needs a Retirement Plan?
Everyone. Whether you’re an early-career professional, a business owner, or nearing retirement, having a proactive strategy helps you make the most of your working years—and your golden ones.
Our Retirement Planning Services
Income Planning for Retirement
We help turn your savings into sustainable income—factoring in Social Security, pensions, IRAs, 401(k)s, and other sources.
401(k) & IRA Optimization
Make the most of your tax-advantaged accounts. We analyze current holdings, advise on rollovers, and help diversify for better long-term growth.
Retirement Age & Timeline Forecasting
When should you retire? We help calculate your readiness based on lifestyle needs, life expectancy, healthcare costs, and inflation.
Social Security Timing Strategies
Choosing when and how to take Social Security can have a major impact. We’ll help you evaluate all your options to maximize benefits.
Tax-Efficient Withdrawal Strategies
Withdrawing money in the right order can save thousands. Our planners help structure your distributions for tax efficiency and long-term viability.
Legacy & Long-Term Care Considerations
We also account for what comes next—helping you plan for healthcare, estate transfer, and financial protection for your loved ones.
Retirement isn’t the end of the road—it’s the beginning of your freedom. Plan today so you can live tomorrow without limits.
Why Choose The Consortium Advice?
We help you retire with confidence—not confusion—by creating retirement strategies that are clear, tailored, and built to last.
Transparent, Fee-Based Services
Our pricing is simple and transparent—so you can focus on what matters most: living the life you’ve worked for.
Personalized Retirement Plans
We don’t do cookie-cutter advice. Every plan is built around your unique financial situation and retirement goals.
Trusted, Local Professionals
Serving clients across Louisiana and the US, our team combines fiduciary care with real-world experience.
$$$
Our Planning Process: Step-by-Step
Step 1: Retirement Goals & Assessment
We explore your lifestyle expectations, savings, income needs, and retirement vision.
Step 2: Custom Strategy Development
From timelines to tax strategies, we build a plan that meets your needs and mitigates risk.
Step 3: Implementation & Ongoing Review
We help put the plan into motion—and adjust as needed to keep you on track through retirement.
Retirement Planning FAQs
How much money do I need to retire comfortably?
It depends on your lifestyle, health needs, and income sources. We help calculate a realistic target and create a plan to get there.
When should I start planning for retirement?
The earlier, the better—but it’s never too late. Whether you’re 25 or 55, we can help.
Can I retire early?
Possibly. We’ll help assess your current savings, future income, and expenses to see if early retirement is feasible.
What if I’m already retired—can you still help?
Yes. We can help manage distributions, adjust investment strategies, and prepare for unexpected expenses or healthcare needs.
1000 Caruso Blvd. Ste 425
Slidell, LA 70461
833-320-0010