Power Years / Retirement

Power Years is a term coined by Ken Dychtwald, the renowned demographer and author (Age Wave). This new outlook on retirement is a uniquely American concept, a byproduct of the economic success we've enjoyed as a nation over the past 30 years.
Many Americans are now able to retire early because of the unprecedented financial gains they have achieved. Add to this how medical advances have extended life spans, and you have a whole new phase of life: the Power Years. In this phase, financially secure people too young for conventional retirement find themselves with money and energy to invest in a wide array of endeavors. Imagine the possibilities, the adventures you could pursue in this phase of life.
But before you undertake a new adventure, make sure your success continues by putting together a plan with CPF. What do you need to make sure your adventure doesn't disappoint? How much of your resources are you willing to commit? As you invest in your dream, what amount of risk is comfortable? Can you be sure you won't have to move in with the kids if you live to be 100?

Don't be dissuaded by these questions or concerns. This phase of life can deliver life's greatest joys. CPF has helped many people in the Power Years enact a plan that turns possibility into the reality of their dreams.

Tools and Techniques

CPF uses the following tools and techniques to help clients prepare for and deal with life's transitions relating to Power Years and Retirement:

Investment Tools

• Annuities
• Managed Money
• Reit's
• Stocks / Bonds / Mutual Funds

Retirement Planning Tools

• 401(k)
• Defined Benefit Plans
• Defined Contribution Plans
• IRA's

*Section 419 Plans

• SEP's

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