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A New Take on Pre-Retirement

A New Take on Pre-Retirement

A recent project gave us the chance to shine a new light on the pre-retiree market, a group typically packaged and labelled with the usual retirement planning questions and solutions. This team chose to look deeper into the needs of individuals in this segment, and cater their brand to those who have developing priorities and aspirations — ones that are complicated by their financial situations.

These are people for whom retirement is just one of the complexities they face, and one aspect of the goals they have.

In the materials we built, we presented the practice as one that could simplify, prioritize, and track individual objectives for clients in this unique phase of life.

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