Retirement Planning Case Studies
These case studies are hypothetical, do not involve a Hyperion Financial client, and should not be construed as a guarantee.
Get organized financially, create a reliable income stream in retirement, and help fund grandkids college education
Consolidate investment accounts, minimize taxes, and create a reliable income stream in retirement.
Improve Investments, minimize taxes, and leave a legacy to kids and grandkids
We’ll Help With
Should I worry about market volatility? How much risk is too much? Should I own Individual Stocks?
When to Claim Social Security
Should I wait until Full Retirement Age or should I claim my benefit early? Am I eligible for a spousal or widow benefit? Is there any merit to waiting until age 70 to claim?
How can I reduce my tax bill in Retirement? What are Roth conversions? How does gifting money to my kids work with my taxes?
Do I still need life insurance? Should I be funding an HSA? Should I purchase a Long-Term Care insurance policy?
Running out of Money
Am I on track to retire? How much income do I need in retirement? How do I ensure I don’t run out of money in retirement?
Leaving a Legacy
Do I have the necessary legal documents in place in the event of my passing? How do I balance spending money now and leaving money to my kids and grandkids? What’s the best way to leave money to my loved ones?
Do I need to go on Medicare if I’m still working? Should I choose Medicare Advantage or a Supplement plan? What supplement plan should I choose?
Donating to Charity
How do I donate money to my favorite charities? Is there a tax efficient way to do so? What is a Donor- Advised fund?
CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®
Developed by our Founder & Financial Planner, Michael Hartman, our Retirement Planning services are designed to help late stage career professionals safely transition into the next chapter of their lives.
Our Retirement Planning services are best suited for:
- Individuals aged 50+ who are retired or plan to retire in the next 5 years
- Diligent savers who have accumulated investments of $500,000 or more (excluding real estate)
- People who value hiring an expert because they know their retirement is too important to manage it on their own
Where to Start?
Our Process begins with a 30-Minute Introductory Call