Retirement Planning for Colorado Springs Professionals
Can I retire now or should I wait?
How do I turn my savings into reliable income?
Should I adjust my investments before retirement?
When should I take Social Security?
These decisions are connected. Small changes can have a meaningful long-term impact. The goal is to understand your options before taking action.
Clarity before action
Understand your options fully before making decisions that affect your retirement.
A structured, repeatable process
Separating emotion from financial decisions for better outcomes.
Long-term thinking
Steady, disciplined decision-making over short-term reactions.
What clients value most
- Over 20 years of experience in Colorado Springs
- Clear communication and responsiveness
- Ongoing monitoring without unnecessary changes
- Strategies tailored to each client
- A steady, disciplined approach to decision-making
Rebekah Von Berg
Focused on helping clients build clarity around their retirement decisions; income, timing, and long-term strategy.
Greg Von Berg
Decades of experience in financial planning and investment strategy, with deep local knowledge in Colorado Springs.
What clients value most
- Over 20 years of experience in Colorado Springs
- Clear communication and responsiveness
- Ongoing monitoring without unnecessary changes
- Strategies tailored to each client
- A steady, disciplined approach to decision-making
Rebekah Von Berg
Focused on helping clients build clarity around their retirement decisions; income, timing, and long-term strategy.
Greg Von Berg
Decades of experience in financial planning and investment strategy, with deep local knowledge in Colorado Springs.
Start with a focused conversation
Book a 15-Minute Retirement Clarity Call
or call (719) 638-3451
Areas we help you evaluate
We help you evaluate the key financial decisions that shape retirement, income, and long-term financial stability.
Financial Planning
Organize your goals and resources into a clear decision framework.
Tax Planning
Consider how current tax rules may impact long-term outcomes.
Divorce Financial Planning
Navigate financial decisions during and after a transition.
Retirement Planning
Evaluate income, timing, and investment decisions before retirement.
Estate Planning
Coordinate estate considerations within your overall plan.
Investment Management
Align your portfolio with your long-term plan and income needs.
Financial Planning
Organize your goals and resources into a clear decision framework.
Tax Planning
Consider how current tax rules may impact long-term outcomes.
Divorce Financial Planning
Navigate financial decisions during and after a transition.
Retirement Planning
Evaluate income, timing, and investment decisions before retirement.
Estate Planning
Coordinate estate considerations within your overall plan.
Investment Management
Align your portfolio with your long-term plan and income needs.
Our Process
Understand
Understand your current financial position and goals.
Model
Evaluate retirement timing and income scenarios.
Align
Align investments, withdrawals, and planning strategies.
Adjust
Make changes when necessary as life evolves.
What this looks like in practice
A typical conversation may include:
-
Reviewing when work becomes optional based on your current assets
-
Looking at how income could be generated from your portfolio
-
Identifying whether changes to your allocation may be worth considering
-
Highlighting key decisions that could affect your long-term plan
The goal isn’t to cover everything. It’s to bring clarity to the decisions that matter most right now.
Start with clarity
Clear decisions come from understanding your options.
A focused conversation to help you evaluate your next steps.
or call (719) 638-3451
Retirement FAQs
When should I start planning for retirement?
It’s never too early—or too late—to begin thinking about retirement. Starting early allows more time for your savings and investments to grow, but even if you’re close to retirement, there are still steps you can take to prepare and adjust your strategy.
How much should I be saving for retirement?
The amount you should save depends on your anticipated expenses, lifestyle goals, and income sources. A financial planner can help evaluate your current savings rate and explore whether adjustments may help support your retirement vision.
What role does Social Security play in my retirement plan?
Social Security is one part of a larger retirement income picture. We can help you review when it may make sense to begin collecting benefits and how they may work alongside other income sources like pensions, personal savings, and investment accounts.
What happens if I want to retire earlier than planned?
Early retirement may be possible with careful planning, but it’s important to consider factors like healthcare coverage, income needs, and the long-term impact on your savings. A financial planner can help assess whether early retirement is feasible and what adjustments might be needed.
Can I continue investing during retirement?
Yes. Many retirees maintain investment strategies tailored to their needs and risk tolerance. These investments may play a role in helping your savings last and in addressing inflation or unexpected expenses.
