Start Planning Your Retirement Today

Who We Serve


At Acacia Financial Group, we have a long-standing history of helping those who are within 10 years of “pulling the trigger” on retirement. Our clients we serve start out by looking for the most suitable financial roadmap that helps them successfully navigate the next 20-30 years 

Clients that benefit most from the Acacia Retirement Blueprint Process, typically have questions such as,  “How do we make sure we don’t outlive our money?", “What is the most suitable way to manage taxes in retirement?” or “How do we stay in the market for the next 2-3 decades without taking unnecessary risk?”  Even if you have already entered retirement, it's never too late to confirm your trajectory or make adjustments to your current retirement plan.

As a fiduciary to our client, we strive to construct a plan for their retirement with the highest probability of success. The first year of our client engagement process typically consists of 5 face-to-face, virtual, or phone meetings.  

If you would like to learn more about the Acacia Financial Group Difference, consider scheduling a complementary "Get To Know You Meeting" with one of our financial professionals.



THE ACACIA RETIREMENT"BLUEPRINT" PROCESS

"Retirement is wonderful if you have two essentials: much to live on and much to live for. 

At Acacia Financial Group, we have created a Retirement Blueprint Process that is focused around 6 Key Pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. 

1. INCOME PLANNING

1. INCOME PLANNING

How do I generate Income in retirement with reliability and predictability?


Learn more
2. INVESTMENT PLANNING

2. INVESTMENT PLANNING

How I manage my investments in retirement?

Learn more
3. TAX PLANNING

3. TAX PLANNING

How do I make sure I don’t pay more in taxes during Retirement? 

Learn more
4. HEALTH CARE PLANNING

4. HEALTH CARE PLANNING

How do I manage Health Care costs in Retirement? 

Learn more
5. ESTATE PLANNING

5. ESTATE PLANNING

How do I make sure my assets are distributed to my beneficiaries in the most tax-efficient manner?

Learn more
6. INSURANCE PLANNING

6. INSURANCE PLANNING

Do you have a plan for long-term care during retirement?

Learn more

Tips and Resources

<p>The Pre-Retirement Checklist</p>

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
Learn More
<p>Eight Mistakes That Can Upend Your Retirement</p>

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
Learn More
<p>The Investment Risk No One&#8217;s Ever Heard Of</p>

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Learn More

Have a Question about "Retirement Readiness?"

Thank you!
Oops!