Are You Truly Ready for Retirement?
Retirement isn't about how much you've saved. It's about whether your plan is ready for what's next.
At The Retirement Strategies, From income and taxes to healthcare and legacy planning, we help you prepare for the retirement you've worked hard to achieve.
If You're Nearing Retirement, You May Be Asking...
✔ How do I create reliable income that lasts?
✔ What happens if the market drops right after I retire?
✔ How do I maximize my Social Security payouts?
✔ How can I reduce my taxes in retirement so I can spend more time enjoying life?
✔ How do I leave a legacy for my family while protecting my retirement from healthcare costs?
If these questions sound familiar, you're not alone.
Most people spend years accumulating wealth but never develop a strategy for turning it into lasting retirement security.
Every Dollar Has a Job to Do
Your retirement portfolio shouldn't be a random collection of investments.
It should be a coordinated strategy where every dollar serves a purpose.
At The Retirement Strategies, we organize your assets around three essential pillars:
Income First
Growth With Purpose
Legacy By Design
Help support your retirement income needs and lifestyle goals.
Align your investments with your long-term financial objectives.
Create a plan to preserve wealth and leave a meaningful legacy for future generations.
Different dollars can serve different purposes. Some may be allocated to generate income, some for long-term growth, and others to help preserve wealth and support your legacy objectives.
WHAT WE DO
Helping You Move From Uncertainty Toward Greater Confidence
Most retirement plans focus on the stock market and products.
We focus on outcomes.
When clients work with us, we focus on outcomes and they gain:
Clarity
Certainty
Confidence
Knowing where they stand today.
Knowing they have a plan for tomorrow.
Knowing they can enjoy retirement without constantly worrying about money.
WHY CLIENTS WORK WITH US
Because Spending In Retirement Is Different Than Saving Money While Working
That's why for our clients, we answer these questions:
Will my income support my lifestyle throughout retirement?
What tax considerations should I be aware of?
How can I manage market volatility as I draw income from my portfolio?
What healthcare expenses should I prepare for?
How can I leave a meaningful legacy for my family?
HOW WE DO IT
Our Three-Pillar Retirement Framework
Income First
Before anything else, we help ensure your retirement lifestyle is supported by reliable income.
Can your income survive a market downturn?
Growth With Purpose
Growth matters—but only if it's aligned with your retirement goals and risk tolerance.
Are your investments working for your retirement, or are they simply chasing returns?
Legacy By Design
Your wealth should support the people and causes you care about most.
Will your assets go where you want them to go?
WHO WE ARE
Not Another Investment Firm
Meet Steve
For over 30 years, Steven Greig has worked with individuals, families, and business owners to help them navigate important financial decisions and retirement planning considerations.Retirement planning is about understanding your options and developing a strategy aligned with your personal goals and priorities.
He works with clients to address the questions that matter most so they can make informed decisions about their retirement journey.
THE RETIREMENT READINESS ASSESSMENT
Are There Gaps In Your Plan?
Ready to Find Out If You're Truly Retirement Ready?
Get a second opinion on your retirement strategy and discover whether you're positioned for the retirement you've envisioned.
📞515.228.5500
📍1200 Valley West Drive, Suite 218, West Des Moines IA 50266
🌐 www.theretirementstrategies.com
Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. The Retirement Strategies and CreativeOne Wealth are unaffiliated entities. Licensed insurance professional, #6842165.
CreativeOne Wealth Form CRS Lin
Facebook
LinkedIn