Recently Retired
You've earned this. Now let yourself live it.
The hardest part of retirement isn't building the portfolio. It's actually spending from it. We help you move from saving to living with confidence, spending guardrails, and a plan that adapts as life changes.
THE PERMISSION PROBLEM
You've crossed the bridge. Now what?
You spent your career saving, investing, and being disciplined with money. And now someone is telling you to spend it. That shift doesn't come naturally.
Can you really take that trip? Is this drawdown rate sustainable? What happens if the market drops 20% next year? These aren't hypothetical questions. They're the ones you're asking yourself at 3 a.m.
WHAT WE ACTUALLY DO
We don't just build the plan. We give you permission to live it.
Spending guardrails that define sustainable withdrawal rates and flag when adjustments are needed.
Tax-efficient distribution strategies that pull from the right accounts at the right time.
Social Security and Medicare optimization that fits your specific situation, not a generic rule of thumb.
Proactive communication during market volatility so you never wonder what's happening with your money.
“Tilson has provided excellent service, helping to build my savings as I age into my early 70s. I have complete confidence in them and I appreciate their routine calls with me.”
Pam H., Client
Clients were not compensated for testimonials.
Who this is for.
You've retired in the last few years. On paper, you're ready. But the mental shift from accumulating to spending feels uncomfortable. You want someone who understands that retirement planning doesn't end on the day you retire.
THE TILSON DIFFERENCE
This is where our human-first approach matters most.
When a market correction occurs and you're wondering if everything is still okay, we don't wait for you to call. We reach out. We walk you through what's happening. We remind you why the plan still works.
That's not customer service. That's the relationship.
Ready to Talk?
Retirement should feel like freedom, not a math test.
Let's talk about where you are and where you want to be.
Tilson Financial Group brings clarity, confidence, and presence when it counts.
The Tilson Financial Group, Inc. is a Registered Investment Adviser registered with the Securities and Exchange Commission. The material provided is for educational purposes.
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